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.Build and maintain key client and carrier relationships by phone, email and in person.

2.Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request.

3.Continually seek cross-sell opportunities and suggest new lines of coverage.

4.Work with producer to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage to clients.

5.Meet with clients and / or producers to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

Negotiate terms and pricing with carriers based on overall risk.

6.Prepare marketing information or provide required information to Client Center marketing person. Once marketing options have been prepared, present the options to the client, as requested.

7.Formulate a plan with producer to conduct account management visits with assigned clients to review renewal decisions and address any issues.

8.Provide administrative support on other tasks, such as assigned special projects and development of new ideas / services, as requested.

Make recommendations, as necessary, to meet a need, correct a problem or provide additional service.

9.Coordinate Salesforce review and documentation.

10.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 System.

Also, understand how to use the system to acquire information to assist clients.

11.Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

12. Mentor Account Managers I, II and Customer Service , if applicable.

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. Bachelor's degree or equivalent education and related training

2. Five years of relevant insurance industry experience

3. Appropriate insurance license - Property & Casualty

4. Strong client relation skills to build and maintain positive business relationships with clients and market contacts;

including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

6. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite

7. Ability to travel, occasionally overnight

Preferred Qualifications :

1. Advanced degree

2. Certification in field of endeavor

3. Experience with Excess and Surplus lines

4. High Net Worth coastal 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 : 2024-04-28