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Risk Advisor - Personal Lines

TowneBank
United States, Virginia, Richmond
5310 Markel Road (Show on map)
Dec 19, 2023
Description Primary Purpose: Towne Insurance is an established independent agency looking for a sales-oriented individual with advanced communication skills and knowledge of personal lines products and coverages. Essential Responsibilities: 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, cold calling, and other means of prospecting as necessary Promote the Towne Bank and Towne Insurance vision and guiding principles within the community. Tailor risk management strategies and client profiles to reflect each customer's individual needs Perform fact-finding to confirm, update, and define coverage needs Coordinate with carrier(s) of choice to sell our personal lines products Retain full knowledge of insurance products and usages Review all bound+ policies and documentation for accuracy Research and recommend prospects for new business opportunities Achieve objectives established in annual producer sales plan Attend Towne Insurance training and meetings as required Promote the Towne Bank and Towne Insurance vision and guiding principles within the community. Perform other specific job duties and projects as assigned. Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA) Minimum Required Skills and Competencies: Current VA Property and Casualty License Minimum of two years agency experience People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Desired Skills and Competencies: Strong community relationships and areas of interest to complement insurance competency Experience with EPIC system Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)