ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

1. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.

2. Handles rating of new business and renewals

3. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc).

4. Manage file and account documentation

5. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.

6. Establish New Submissions in the clearance system and handle according to established procedures.

7. Produce cancellation and non-renewal notices according to statutory and contractual requirements.

8. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.

9. Maintain pending / suspense system per established procedures.

10. Maintain account files in accordance with company policy.

11. Perform other duties as assigned.

QUALIFICATIONS

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Five years of wholesale insurance experience

2. State specific Insurance License

3. Must be able to understand and analyze necessary components of insurance policies

4. Must be able to read, understand and apply carrier guidelines for underwriting

5. Must have knowledge of commercial multi-line underwriting and rating

6. Must have ability to use carrier software

7. Ability to develop, foster, and maintain an excellent working relationship with carriers and agents

8. Ability to work in a team environment is essential

9. Maintain current knowledge of the insurance industry

10. Excellent verbal and writing skills

11. Ability to work extended hours when necessary

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Last updated : 2024-05-10