Commercial Risk Specialist - Charlotte, NC

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Date :
Location :
Charlotte, NC US
Job ID :
Functional Area :
Insurance - Sales
Employment Type :
Full-Time Exempt
Education :
See basic qualifications
Experience :
See basic qualifications
Days and Hours :
M-F  8-5
Physical Address :
128 S Tryon Street Charlotte NC 28202
Department Name :
Insurance Services
Position Description :
Position Description:
The Commercial Risk Specialist is responsible for generating business and commercial revenue by developing new client relationships and maintaining existing account relationships.  Responsibilities include developing relationships with business and commercial bankers to initiate referrals,  analyzing potential business and commercial client exposures, recommending appropriate coverage solutions and negotiating with clients to sell placement of coverage solutions offered by First Citizens.  This position will have accountability for ensuring adherence to regulatory and corporate guidelines.  This role will also be accountable for reviewing and ensuring timely collection of clients accounts receivable balances as well as sales forecasting, tracking and reporting.

First Citizens Bank is one of the top financial services providers in the nation, recognized and awarded for our customer satisfaction, sustainable profitability, and overall stability and security. Our associates make First Citizens Bank a great place for our clients to do business. Those who grow, achieve and succeed with First Citizens Bank are those who share our core values of integrity, service excellence and stability.

Position Requirements:
Basic Qualifications
Bachelor degree with 4 years sales experience
High school diploma or GED with 8 years sales experience.
Carrier appointment is required for all associates in positions for marketing, production, commercial lines service, personal lines service and group life health service.

Additional requirements
Job appropriate licensing is required (e.g. Property & Casualty, Life & Health, Resident Brokers etc.).  A successful candidate must already hold the licenses or be licensed within 60 days of hire date.

Preferred Skills
Demonstrated ability to meet sales goals and follow sales management discipline including sales forecasting, tracking and reporting.
Strong relationship skills and customer service focus.
Proven negotiation skills.
Strong sense of urgency.
Strong insurance regulatory compliance knowledge.
Possess strong personal computer skills including experience in Microsoft Windows, Excel, Word, and Access.
Possess good interpersonal and communication skills as well as ability to work well with others to complete goals and initiatives.
Possess excellent organizational skills and ability to multitask.
Possess good problem solving/analytical skills and the ability to work well under pressure to meet deadlines.
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