What are the responsibilities and job description for the Insurance Service Associate - Commercial Lines - McGriff Insurance (Remote) position at Truist Bank?
Language Fluency: English (Required)
Work Shift:
Job Grade:
H01Please review the following job description:
Work collegially as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced.Remote role. The ideal candidate would be located in the Central or Eastern time zone and have a current P&C insurance license. Specifically we are only considering candidates that have a strong knowledge of policy management who are extremely familiar with various coverages and endorsements.
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. Set up new prospects and complete customer data entry according to procedures.
2. Process audits, order loss runs, run proposal and generate loss summaries.
3. Establish and communicate schedules.
4. Open, distribute, scan and route mail.
5. Order office supplies (if applicable).
6. Show proficiency in utilizing resources and software to generate reports and/or other requested information.
7. Invoice premiums related to clients.
8. Complete routinely daily, weekly, and monthly reports, as assigned.
9. Research and resolve policy discrepancies.
10. Monitor real-time call arrival patterns to ensure satisfactory service levels.
11. Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
12. Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
13. Maintain production goals for completing work, while maintaining high quality.
14. Support service and production team in reaching overall agency revenue and retention goals.
15. Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
16. 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. High school graduate or equivalent
2. Strong organizational skills
3. Demonstrated proficiency in basic computer applications such as Microsoft Office software products: Word, Excel and Outlook.
4. Currently hold a state issued Property & Casualty insurance license or the ability to obtain one within 180 days of employment.
Preferred experience:
1. State Issued property and casualty license.
2. Previous Account Management experience.
3. Strong knowledge of policy coverage.
#LI-REMOTE
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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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
