Towne Insurance
Risk Advisor - Commercial Lines
Towne Insurance, Charlotte, North Carolina, United States, 28245
Overview
Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented role requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and the proven ability to pursue and close sales developed through leads provided by bank personnel and through the advisor's own relationships. About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. We are committed to serving others, enriching lives, and providing excellent service. Our employees are our most valuable asset, and we invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. Responsibilities
Contact leads in a timely manner Gather information from insured and other sources to determine which companies to quote and place the account with Complete Acord or company-specific applications Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office Present proposals to insureds Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy Assist with financing options and determine pay plan Check new business policies for accuracy Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insureds’ accounts Work with the customer service representative to ensure renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other requests are handled accurately and in a timely manner Keep P & C license active and increase insurance knowledge by attending continuing education classes Attend office and company meetings as necessary Handle other duties as necessary Comply with all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA) Skills And Experience You’ll Need
Current P & C license Excellence in dealing with customers Professional appearance and attitude Strong people/interpersonal skills Knowledge of insurance forms Knowledge of insurance company operations Strong decision-making ability Dependability and punctuality Bonus Points If You Have
CIC or CPCU designation Insurance company relationships Other industry relationships Strong community relationships and areas of interest to complement insurance competency Ability to find new markets and develop underwriter rapport What We Offer
Excellent growth and advancement opportunities Competitive pay based on experience Health, vision, dental, and Employee Assistance Program Paid time off to include holidays, PTO, sick leave, and bereavement Profit Sharing Continuing education opportunities 401K & Employer Matching Employee discounts Identity theft protection Tuition Reimbursement Paid Training Opportunities Paid Parental Leave Wellness Plan Volunteer Opportunities Serving Others. Enriching Lives. Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals. We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
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Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented role requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and the proven ability to pursue and close sales developed through leads provided by bank personnel and through the advisor's own relationships. About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. We are committed to serving others, enriching lives, and providing excellent service. Our employees are our most valuable asset, and we invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. Responsibilities
Contact leads in a timely manner Gather information from insured and other sources to determine which companies to quote and place the account with Complete Acord or company-specific applications Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office Present proposals to insureds Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy Assist with financing options and determine pay plan Check new business policies for accuracy Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insureds’ accounts Work with the customer service representative to ensure renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other requests are handled accurately and in a timely manner Keep P & C license active and increase insurance knowledge by attending continuing education classes Attend office and company meetings as necessary Handle other duties as necessary Comply with all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA) Skills And Experience You’ll Need
Current P & C license Excellence in dealing with customers Professional appearance and attitude Strong people/interpersonal skills Knowledge of insurance forms Knowledge of insurance company operations Strong decision-making ability Dependability and punctuality Bonus Points If You Have
CIC or CPCU designation Insurance company relationships Other industry relationships Strong community relationships and areas of interest to complement insurance competency Ability to find new markets and develop underwriter rapport What We Offer
Excellent growth and advancement opportunities Competitive pay based on experience Health, vision, dental, and Employee Assistance Program Paid time off to include holidays, PTO, sick leave, and bereavement Profit Sharing Continuing education opportunities 401K & Employer Matching Employee discounts Identity theft protection Tuition Reimbursement Paid Training Opportunities Paid Parental Leave Wellness Plan Volunteer Opportunities Serving Others. Enriching Lives. Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals. We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
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