Commercial Risk Advisor I/II (Charlotte) Job
Date: Feb 10, 2014
Location Charlotte, NC, US
Company: First Citizens Bank
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Job ID #: 21477
Functional Area: Insurance
Employment Type: Full-Time Exempt
Education Required: Bachelors Degree
Experience Required: 2 years
Days and Hours: M-F
Physical Address: 128 S. Tryon St., Charlotte, NC 28202
Department Name: Insurance
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.
This position 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, 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 position will also be accountable for reviewing and ensuring timely collection of clients accounts receivable balances as well as sales forecasting, tracking and reporting.
Bachelor degree and a minimum of 2 years direct insurance sales experience required.
High school diploma or GED with a minimum of 6 years direct insurance sales experience required.
Property & casualty license required.
Carrier appointment is required for all associates in positions for marketing, production, commercial lines service, personal lines service and group life health service.
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.
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.
Nearest Major Market: Charlotte
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