Personal Lines Risk Advisor | Growth & Benefits

Towne Insurance; Raleigh (NC); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Growth opportunities

Competitive pay

Health benefits

Paid time off

Profit sharing

Continuing education

401K matching

Identity theft protection

Tuition reimbursement

Wellness plan

Job summary

Towne Insurance is seeking a risk advisor in North Carolina focused on Personal Lines; this sales-oriented role emphasizes understanding client needs, recommending suitable coverage, and explaining policy features and costs.

Leverage your NC Property Casualty license and 2+ years in insurance sales or service, plus agency software proficiency, to build relationships and meet annual sales objectives.

Qualifications

• Current NC Property Casualty License or carrier experience.
• 2 years of experience in insurance sales or customer service.
• Proficiency in using insurance agency management software and Microsoft Suite.
• Customer focused mindset.
• Adaptability to handle a variety of customer situations and industry changes.

Responsibilities

• Develop lead sources with Towne Bank personnel and other departments.
• Provide consistent updates to referral sources on status of referrals.
• Promote Towne Bank and Towne Insurance vision within the community.
• Tailor risk management strategies and client profiles to reflect needs.
• Perform fact-finding to confirm, update, and define coverage needs.
• Coordinate with carriers to sell personal lines products.
• Review bound policies and documentation for accuracy.
• Collaborate with Personal Lines support team and carrier services.

Skills

Communication skills

Customer-focused

Adaptability

Multitasking

Detail oriented

Team player

Self-motivated

Problem solving

Education

NC Property Casualty License

Carrier experience

Tools

Agency management software

Job description

Towne Insurance is seeking a risk advisor in North Carolina focused on Personal Lines; this sales-oriented role emphasizes understanding client needs, recommending suitable coverage, and explaining policy features and costs.

Leverage your NC Property Casualty license and 2+ years in insurance sales or service, plus agency software proficiency, to build relationships and meet annual sales objectives.