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Reposted 29 Days AgoSaved
Hybrid
Glen Allen, VA, USA
Mid level
Mid level
Financial Services
The Private Client Risk Advisor develops leads, nurtures relationships with high-net-worth clients, and tailors insurance solutions while promoting Towne Insurance.
Top Skills: Applied EpicCrm SoftwareExcelOutlookWord
Reposted 29 Days AgoSaved
In-Office
Greensboro, NC, USA
Junior
Junior
Financial Services
The Mortgage Producing Sales Manager is responsible for originating loans, recruiting loan officers, tracking sales goals, and promoting business for TowneBank Mortgage, ensuring compliance with regulations.
Top Skills: Adobe Creative CloudCrm SystemsMicrosoft Office SuiteTotal Expert
Reposted 29 Days AgoSaved
Hybrid
Charlotte, NC, USA
Entry level
Entry level
Financial Services
The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.
Top Skills: Acord ApplicationsP & C Insurance License
Reposted 29 Days AgoSaved
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Financial Services
The Private Client Risk Advisor will develop business relationships, tailor risk management strategies, stay updated on insurance products, and meet sales objectives while ensuring excellent client service.
Top Skills: Applied EpicCrm SoftwareExcelOutlookWord
Reposted 29 Days AgoSaved
In-Office
Raleigh, NC, USA
Mid level
Mid level
Financial Services
The Account Manager provides professional service to clients in the commercial lines insurance sector, ensuring timely handling of requests and maintaining account retention.
Top Skills: Applied EpicExcelOutlookWord
One Month AgoSaved
Hybrid
Raleigh, NC, USA
Junior
Junior
Financial Services
Provide timely, professional service to commercial insurance clients: handle calls, endorsements, audits, cancellations, claims, certificates, and renewals; collaborate with risk advisors and carriers; use agency systems (Applied Epic) and MS Office to improve retention and ensure accurate policy administration.
Top Skills: Applied EpicExcelMicrosoft OutlookMicrosoft Word
One Month AgoSaved
Hybrid
6 Locations
50K-65K Annually
Junior
50K-65K Annually
Junior
Financial Services
Provide sales and service support to Select Business Unit clients: process endorsements, certificates, cancellations, audits; maintain agency management files; support new business and renewals; resolve accounting discrepancies; build relationships with clients, underwriters, and vendors; ensure policy accuracy and AML compliance.
Top Skills: Agency Management SystemAppliedExcelOutlookWord
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