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.

2. Analyze change requests, general service inquiries and endorsements.

3. Underwrite products and services to clients.

4. Approve and disprove endorsements within binding authority to jurisdictional compliance documentation standards and ensure all documentation is completed.

5. Conduct ratings as necessary to ensure endorsement information is accurate.

6. Process policy servicing requests including but not limited to Endorsements, Audits, Company Requests, Certificates.

7. Monitor accounts to ensure compliance with company's policies and procedures and take appropriate action for correction when necessary.

8. Apply information from the Endorsement Supervisor / Manager to ensure necessary changes for compliance purposes.

9. Develop and maintain client, carrier and agent relationships.

10. Assist supervisor / manager with modifications to workflow to increase efficiency and accuracy of the endorsement department.

11. Proof policies, endorsements, audits, cancellations, etc. and make corrections as appropriate.

12. Maintain suspense system and follow up when necessary to obtain all required endorsement correspondence.

13. Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions as directed by your Team Lead / Supervisor / Manager or Underwriter.

14. Maintain necessary licenses to produce business.

15. 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. Appropriate insurance experience

2. Three years of insurance experience or its equivalent

3. Current state specific license

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

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

6. Must have ability to use company automation

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

8. Ability to work in a team environment essential

9. Maintain current knowledge of the insurance industry

10. Good written and verbal 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.

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 : 2024-04-28