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, cultivate and maintain excellent client Relationships.

2. Market and underwrite products and services to clients.

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

5. Prepare submissions for markets and secure quotes.

6. Assist Team Leader with meeting or exceeding production goals.

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

8. Conduct Rating as assigned by Team Leader.

9. Review and process policy servicing requests (endorsement, audits, company requests, premium finance notices and cancellations, etc.)

10. Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions as directed by your Team Leader.

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

12. Provide necessary instruction to Team Assistant or Clerk.

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

2. Current state specific license

3. Must commit to a minimum of three years and have aspirations of becoming a Team Leader

4. Maintain necessary licenses to produce business

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

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

7. Strong desire to advance to an SCU Team Leader

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

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

10. Excellent written and verbal skills

11. Ability to work in a team environment essential

12. Ability to work extend hours when necessary

13. Maintain travel schedule depending on the needs of the clients, Agents, and new business

Preferred Qualifications :

1. Appropriate insurance designation

The annual base salary for this position is $100,000.00 - $110,000.00

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 : 2024-05-12