Risk Advisor - Surety

Risk Advisor - Surety

Towne Insurance is hiring a Surety Risk Advisor in Raleigh, North Carolina. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and a proven ability to pursue and close sales developed through leads provided by bank personnel and through one's own relationships.

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 other Towne Bank personnel in the various departments of the bank, mortgage, real estate, insurance, and other financial service departments.
• Find and cultivate new business relationships with external prospects through networking and other means of prospecting as necessary.
• Gather information from insured and other sources to determine which companies to quote and place account with and complete applications.
• Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office.
• Present proposals to insureds
• Assist with financing options and determine pay plan.
• Check new business policies for accuracy.
• Contact insured as needed to collect outstanding balances according to office procedures and maintain a current balance on all insured's accounts.
• Work with the customer service representative to ensure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to office procedures.
• Oversee the handling of bond authorizations with surety company personnel, file documentation and conveyance of conditions to clients.
• Provide indemnity agreements to assure legal protection for Surety company.
• Inform clients of performance, payment, and various other types of bonds with accuracy.
• Keep P & C license active and increase insurance knowledge by attending continuing education classes.
• Attend office and company meetings as necessary.
• Handle other duties 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 :

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.