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. Develop, maintain and cultivate excellent client and agent relationships.

3. Market and broker CRC products and services.

4. Negotiate the best terms and coverages available with accessible markets.

5. Prepare submissions for markets and secure quotes.

6. Monitor accounts to ensure compliance with the company's policies and procedures.

7. Assist broker with meeting or exceeding production goals as assigned by CRC.

8. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and / or formal continuing education.

9. Maintain necessary licenses to produce business.

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. College degree or appropriate insurance designation

2. Current state specific license required

3. Must commit a minimum of three years to the Program

4. Ability to review information, make decisions and manage time effectively with minimal or no supervision

5. Strong desire to advance to the position of a Broker

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

7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy

8. Must possess and maintain current knowledge of the insurance industry

9. Good written and verbal skills

10. Ability to work in a team environment essential

11. Ability to work extended hours when necessary

12. Ability to maintain travel schedule depending on the needs of clients, Agents, and new business

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.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Last updated : 2024-05-17