Risk Advisor - Commercial Lines
Hybrid · Charlotte, North Carolina, United States
Job Summary
The Commercial Lines Risk Advisor is responsible for contacting leads, gathering information to quote and place accounts, completing applications, obtaining and presenting proposals to clients, and ensuring policies are bound before their effective date. The role requires strong communication skills, a thorough knowledge of insurance products, and the ability to maintain customer accounts. Candidates must hold a current P & C license and demonstrate dependability and strong interpersonal skills.
Required Qualifications
- 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
Desired Qualifications
- 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
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