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 Raleigh, NC team. This is a sales-oriented position requiring excellent communication skills, thorough knowledge of insurance products offered by our agency, and a proven ability to pursue and close sales through leads provided by bank personnel and personal relationships.

About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for business clients, families, and individuals. We pride ourselves on serving others, enriching lives, and providing exceptional service. Our employees are our most valuable asset, and we invest in their health, happiness, and education. We seek motivated, self-directed professionals who want to give back to their communities.

About the Role

• Contact leads promptly
• Gather information from clients and sources to determine suitable insurance options
• Complete applications such as "Acord" or company-specific forms
• Obtain quotes or assist marketing in obtaining quotes from underwriters
• Present proposals to clients
• Ensure policies are bound with insurance companies prior to or on the policy effective date
• Assist with financing options and payment plans
• Verify accuracy of new business policies
• Follow up with clients for outstanding balances and maintain current account balances
• Coordinate with customer service to handle renewals, endorsements, audits, cancellations, claims, and other requests accurately and promptly
• Maintain an active P & C license and pursue continuing education
• Attend meetings as required
• Perform additional duties as needed
• Comply with all applicable laws, including AML and BSA regulations

Skills and Experience Needed

Preferred Qualifications

What We Offer

We support a healthy, safe work environment through comprehensive benefits, programs, and resources, including :

Our Philosophy

Our member-centric approach empowers our team to build lasting relationships with clients, leading to bright futures for our professionals. We value diversity, encourage professional and personal development, and foster an inclusive culture that celebrates talents, backgrounds, and perspectives.

insurance

LI-Hybrid

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

Applicants will be informed of their rights under federal employment laws. Please review the Department of Labor's Know Your Rights notice for more information.

J-18808-Ljbffr