Risk Advisor - Select Business Unit

Join us at Towne Insurance! Your Career. Your Future. Your Towne.

Towne Insurance is hiring a Risk Advisor - Select Business Unit. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect’s needs. A Select Business Unit Risk Advisor is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and costs. This commercial insurance sales position requires a strong focus on building relationships and trust with our TowneBank branch affiliates.

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

• Develop lead sources with our Towne Bank personnel in the various departments of the bank, mortgage, real estate, insurance, and other financial service departments.
• Consistent updates and communication to your referral source on the status of the referral
• Promote the Towne Bank 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.
• Capable of using various carrier rating systems and understanding underwriting guidelines.
• Complete “Acord” or company-specific applications
• Craft and Present proposals to prospects over the phone.
• Strong organizational skills with attention to detail. Must document EPIC Management System promptly throughout the sales cycle.
• Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy.
• Contact the insured as needed to collect outstanding balances according to office procedures and maintain a current balance on all insured accounts.
• Work with the Agency Account Managers to ensure that all paperwork, system documentation, and billing requirements are complete.
• Keep P & C license active and increase insurance knowledge by attending continuing education classes.
• Attend office and company meetings 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 :

Bonus points if you have :

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 :

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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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.