Job details
Job type full-time
Full job description
The position is described belowIf you want to apply, click the apply button at the top or bottom of this pageYou`ll be required to create an account or sign in to an existing one.
Need help?
If you have a disability and need assistance with the application, you can request a reasonable accommodationSend an email to accessibility or call 877-891-2510 (accommodation requests only; other inquiries won`t receive a response).
Regular or temporary:
Regular
Language fluency: english (required)
Work shift:
1st shift (united states of america)
Please review the following job description:
Support property and casualty producer and account executive, if applicable, by serving the larger and more complex clients, to be knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives, making independent decisions relative to analysis of coverage, recommending coverage needs, and negotiating insurance premiums with carriers.
Essential duties and responsibilities:
Following is a summary of the essential functions for this jobOther duties may be performed, both major and minor, which are not mentioned belowSpecific activities may change from time to time.
1Build and maintain key client and carrier relationships, by phone, e-mail and in person.
2Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
3Continually seek cross-sell opportunities and suggest new lines of coverage.
4Work with producer to monitor and manage the renewal process for assigned clientsProvide analysis and recommendation of coverage to clientNegotiate insurance premiums with carriers on basis of claims analysis.
5Attend and coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
6Prepare marketing information or provide required information to a marketing personOnce marketing options have been prepared, the producer and account manager will present the options to the client.
7Conduct quarterly account management visits with assigned clients to review renewal decisionsFormulate a plan with producer to address any issues.
8Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required.
9Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requestedMake recommendations as necessary to meet a need, correct a problem or provide additional service.
10Become proficient in the agency management system, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in agency management systemAlso, understand how to use the system to acquire information to assist clients.
11Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
12Mentor account manager ii and account manager i.
Required skills and competencies:
The requirements listed below are representative of the knowledge, skill and/or ability requiredReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1Bachelor’s degree or equivalent education and related training
2Eight years of experience gaining knowledge of the property and casualty business or equivalent experience
3State-issued license
4Ability and experience working with large retail accounts
5Good written and verbal communication skills
6Good problem-solving skills
7Good organizational skills
8Demonstrated proficiency in basic computer applications such as microsoft office software products
9Ability to travel, occasionally overnight
Truist supports a diverse workforce and is an equal opportunity employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by lawDrug free workplace.
Thank you for your interest in truist! bb&t and suntrust have come together in a transformational merger of equals to create truist, the premier financial organization in the countryYou may notice references to our legacy company names, bb&t and suntrust, in places throughout this siteAll such references should be understood to refer to truist moving forward while we continue to transition to the truist name.
Eeo is the law pay transparency nondiscrimination provision e-verify
