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. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.

2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.

3. Accurately explain coverages and liabilities to agents and / or clients.

4. Provide and / or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.

5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.

6. Manage all account documentation.

7. Initiate and coordinate renewal activity on assigned accounts.

8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements.

9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.

10. Facilitate the flow of information from agents and underwriters.

11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.

12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.

13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.

14. Provide supervision to Technical Assistants.

15. Assist Associate Brokers and Brokers with duties as needed.

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

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. One year of wholesale insurance experience

2. State specific Insurance License

3. Technical Assistant experience or three years of general insurance experience

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

5. Ability to make independent decisions following CRC guidelines with minimal or no supervision

6. Good organizational, time management, and detail skills

8. Ability to maintain a high level of tact and professionalism

9. Good leadership skills to influence other assistants in a positive manner

10. Possess strong interpersonal skills

11. Strong verbal and written communication skills

12. Strong computer and office skills

13. Ability to work extended hours when necessary

Preferred Qualifications :

1. College degree with a concentration in business or equivalent work experience

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 : 2024-04-27