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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Support outside sales, internal sales, and internal Client Solutions with new client acquisition and onboarding processes, as well as ongoing client maintenance in order to provide the perfect client experience through accurate and timely processing and communication. Coordinate with multiple departments to effectively manage ongoing client maintenance and obtain appropriate approvals as outlined in procedure. Communicate directly with client contacts to obtain and relay information, assist with technical issues, coordinate processing of premium finance agreements, manage drafts, and deliver Client Solutions materials and other client needs. Manage fee reports for agents and other analytics needed to monitor agencies book. Coordinate and manage the loyalty program and related expenses.
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.
• Work with Business Development Officers (BDOs) to establish new agency relationships and maintain existing relationships:
a. Compile all necessary forms and documents for profile from BDO;
b. Pull credit and license reports on agencies/owners;
c. Outline findings on checklist and submit for approval from appropriate level manager as outlined in procedures.
d. Assist in securing market references, if needed;
e. If approved/declined, enter agency information in the AS400 and note appropriately;
f. Set agent guidelines accordingly on the systems;
g. Notify supplies to ship a welcome package and/or drafts to agent;
h. Notify accounting to set-up/update Automated Clearing House (ACH) information, if needed;
i. Notify BDO when set-up has been completed or if it was denied;
j. Update any changes to agency information such as address, telephone/fax numbers, email or employment changes, Salesforce and notify appropriate departments;
k. Guide BDOs if there are any discrepancies in their data received;
l. Perform analytics if the BDO requires data based on the agency’s performance.
• Work with internal staff for any Agency Management needs:
a. Set-up agents for MGA relationships;
b. Assist other departments in obtaining current contact info for agents;
c. Work with the Processing Department on any processing issues regarding funding of an agency, including blocking and unblocking agency codes for MGA or agent relationships;
d. Cut off any agent with direction from senior management or the OSC.
• Work with agents directly:
a. Update agency information;
b. Reset website passwords;
c. Secure any paperwork/forms needed.
• Perform policy verifications with markets as required to get accounts booked
• Perform analytics on the agency book. Including producing fee reports monthly, quarterly and annually and ordering payment in the appropriate system.
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.
• Associate’s degree or equivalent education and related training
• One year of customer service experience or related field
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Excellent written and verbal communication skills
• Excellent organizational skills
• Strong math aptitude
• Ability to travel, occasionally overnight
Preferred Qualifications:
• Associate’s degree in finance or business-related field
• Commercial insurance and financial services experience
• Proven customer service, sales and relationship management 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. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)
. 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.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
