NC3-13900 Conlan Cir
Suite 125
Charlotte, NC 28277, USA
Join us at Towne Insurance! Your Career. Your Future. Your Towne.
Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed through leads provided by bank personnel and through 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. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
Contact leads in a timely manner
Gather information from insured and other sources to determine which companies to quote and place 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 insured’s accounts
Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
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
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including 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 in insurance company operations
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:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
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
Identity theft protection
Tuition Reimbursement
Wellness Plan
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.
#LI-SO1
#insurance
#LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
Join us at Towne Insurance! Your Career. Your Future. Your Towne.
Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed through leads provided by bank personnel and through 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. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
Contact leads in a timely manner
Gather information from insured and other sources to determine which companies to quote and place 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 insured’s accounts
Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
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
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including 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 in insurance company operations
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:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
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
Identity theft protection
Tuition Reimbursement
Wellness Plan
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.
#LI-SO1
#insurance
#LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr