This position will work for our Smart Program and serve as liaison between TowneBank Mortgage and Towne Insurance and facilitating the sale of insurance products to referred clients.

Towne Insurance Has a Culture That:

• 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.

As the Insurance Producer for the Smart Program, you may look forward to:

• Rotating through various mortgage office locations to provide Towne Insurance presence throughout the Northern Virginia/Maryland area.
• Representing Towne Insurance at sponsored events
• Assisting various offices with sales support responsibilities
• Contacting clients in a timely manner via telephone and in person
• Gathering information from prospects and other sources to determine which companies to quote and where to place accounts
• Presenting proposals to clients
• Converting 60 percent of Mortgage referrals to insurance sales
• Cross-selling additional policies on 50 percent or more of insurance sales
• Verifying that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
• Checking policies for accuracy
• Maintaining an active P & C license and increasing insurance knowledge by attending continuing education classes
• Building and maintaining successful relationships with TowneBank Mortgage Loan Officers and Operations associates
• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

You are a person that (required skills):

• Has prior insurance industry experience
• Has prior Personal Lines sales experience
• Can enter data quickly and accurately
• Is able to operate in a fast paced environment
• Is proficient in Excel
• Is a highly motivated, team player
• Can work independently
• Is service orientated
• Has strong communication skills with an ability to work with employees at various levels
• Can travel locally up to 100 percent
• Has an active P&C License

You’ll be better prepared if you have (desired skills):

• Experience with Applied software (EPIC)
• Insurance designations
• Strong community and insurance company relationships

Physically you can anticipate to:

• Express or exchange ideas by means of the spoken word via email and verbally
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
• Not substantially exposed to adverse environmental conditions
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.

#CB
#insurance

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)