Risk Advisor
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Overview
Job Description
- Has been providing insurance and risk management services for more than 90 years. Our commitment to exquisite service for our clients leads to opportunities, celebrations of success, bright futures for our dedicated insurance professionals, thriving partnerships with the nation’s top carriers, and a leadership role for our agency in the marketplace.
- Emphasizes community commitment and supports a tradition of philanthropy. We think globally but act locally, with strong ties to the communities we serve. Throughout our growth, we’ve never lost sight of our true mission–to be a community asset by serving others and enriching lives.
- Contact leads in a timely manner
- Gather information from insured and other sources to determine which companies to quote and place account with appropriate carrier
- Complete “Acord” or company specific applications
- Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office
- Present proposals to insureds
- Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
- Assist with financing options and determine pay plan
- Check new business policies for accuracy
- Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured’s accounts
- Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
- 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)
- Current P & C license
- Excellence in dealing with customers
- Professional appearance and attitude
- Strong people/interpersonal skills
- Knowledge of insurance forms
- Knowledge in insurance company operations
- Strong decision making ability
- Dependability and punctuality
- CIC or CPCU designation
- Insurance company relationships
- Other industry relationships
- Strong community relationships and areas of interest to complement insurance competency
- Ability to find new markets and develop underwriter rapport
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
