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Towne Insurance · 9 hours ago

Risk Advisor - Surety

Raleigh, NC

Full-time

Onsite

Mid Level

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. They are seeking a Surety Risk Advisor to develop leads, cultivate business relationships, and manage insurance accounts while ensuring compliance with relevant regulations.

Employee BenefitsFinancial ServicesInsuranceRisk Management

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 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)

Qualification

Property & Casualty licenseInsurance knowledgeCIC designationCPCU designationProfessional appearanceDependabilityCommunication skillsDecision-making ability

Required

Active Property & Casualty license

Excellent written communication skills, both verbal and written, with the ability to explain complex insurance concepts in a clear and concise manner

Professional appearance and attitude

Knowledge of insurance company operations and forms

Strong decision-making ability

Dependability and punctuality

Preferred

CIC or CPCU designation

Insurance company and other industry relationships

Strong community relationships and areas of interest to complement insurance competency

Ability to find new markets and develop underwriter rapport

Benefits

Excellent growth and advancement opportunities

Competitive pay based on experience

Health, vision, dental, and Employee Assistance Program

Paid time off to include holidays, PTO, sick leave, and bereavement

Profit Sharing

Continuing education opportunities

401K & Employer Matching

Employee discounts

Identity theft protection

Tuition Reimbursement

Paid Training Opportunities

Paid Parental Leave

Wellness Plan

Volunteer Opportunities

Company

Towne Insurance

Towne Insurance is a premier independent insurance agency that provides solutions for businesses, individuals, and community organizations. It is a sub-organization of TowneBank.

Founded in 2001