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Form of workPrimary 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
