Risk Advisor - Select Business Unit

About the role

Your career. Your future. Your Towne. Join us at Towne Insurance as a Risk Advisor - Select Business Unit. This is a sales-oriented position requiring strong communication and interpersonal skills, attention to detail, and the ability to understand the prospect's needs.

Responsibilities

• Develop lead sources with TowneBank personnel in various departments.
• Consistently update and communicate with referral sources on the status of referrals.
• Promote TowneBank and Towne Insurance vision and guiding principles within the community.
• Evaluate risks and make coverage and market placement recommendations to clients.
• Gather information from insured and other sources to aid in quoting, marketing, and proposal development.
• Use various carrier rating systems and understand underwriting guidelines.
• Craft and present proposals to prospects over the phone.
• Show strong organizational skills with attention to detail, documenting EPIC Management System promptly throughout the sales cycle.
• Contact insured parties as needed to collect outstanding balances according to office procedures and maintain a current balance on all insured accounts.
• Work with Agency Account Managers to ensure all paperwork, system documentation, and billing requirements are complete.
• Keep P & C license active and increase insurance knowledge through attending continuing education classes.
• Attend office and company meetings as necessary.
• Comply with all applicable federal laws, rules, and regulations related to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

Requirements

• Current VA Property Casualty License or Carrier experience.
• Minimum 2 years of previous experience in insurance sales or customer service.
• Proficiency in using insurance agency management software and Microsoft Suite.
• A customer-focused mindset, adaptability to handle various customer situations and industry changes, organized with multitasking abilities, self-motivated and detail-oriented, professional appearance and attitude, proactive in problem-solving, accurate and timely work ethic, and a proactive team environment.

Skills

• Property & Casualty Insurance Designations (a plus).
• Demonstrated success selling insurance or similar products.
• Experience with EPIC Systems.
• Experience with other industry relationships.
• Strong community relationships and areas of interest to complement insurance competency.

Bonus Points

• Property & Casualty Insurance Designations.
• Demonstrated success selling insurance or similar products.
• Experience with EPIC Systems.
• Experience with other industry relationships.
• Strong community relationships and areas of interest to complement insurance competency.

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.
• Tuition Reimbursement.
• Paid Training Opportunities.
• Paid Parental Leave.
• Wellness Plan.
• Volunteer Opportunities.