Risk Advisor - Commercial Lines

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 though leads provided by bank personnel and through own relationships.About UsTowne 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 RoleContact leads in a timely mannerGather information from insured and other sources to determine which companies to quote and place account withComplete “Acord” or company specific applicationsObtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our officePresent proposals to insuredsVerify that all policies are bound with insurance companies in writing prior to or on the effective date of the policyAssist with financing options and determine pay planCheck new business policies for accuracyContact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured’s accountsWork 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 proceduresKeep P & C license active and increase insurance knowledge by attending continuing education classesAttend office and company meetings as necessaryHandle other duties as necessaryObeys 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 licenseExcellence in dealing with customersProfessional appearance and attitudeStrong people/interpersonal skillsKnowledge of insurance formsKnowledge in insurance company operationsStrong decision making abilityDependability and punctualityBonus points if you have:CIC or CPCU designationInsurance company relationshipsOther industry relationshipsStrong community relationships and areas of interest to complement insurance competencyAbility to find new markets and develop underwriter rapportWhat 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 opportunitiesCompetitive pay based on experienceHealth, vision, dental, and Employee Assistance ProgramPaid time off to include holidays, PTO, sick leave, and bereavementProfit SharingContinuing education opportunities401K & Employer MatchingEmployee discountsIdentity theft protectionTuition ReimbursementPaid Training OpportunitiesPaid Parental LeaveWellness PlanVolunteer OpportunitiesServing 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-HybridJob SummaryRequisition Number: RISKA007076Job Category: Outside - Sales/TravelSchedule: Full-Time