Truist Marketing Assistant - P&C in Birmingham, Alabama
Req ID: R0045405
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Assist and provide support to MAE staff in the sales, marketing and servicing of new and renewal business. Analyze data and effectively manage projects/tasks as assigned by the appointed MAEs.
B. MAJOR ACCOUNTABILITIES/MAE SUPPORT
Assist MAEs in the preparation of the submission to carriers
Order carrier loss runs, organize into loss summary and large loss detail
Complete loss stratifications and loss forecasters as directed by MAE
Process binder request forms and all supporting documentation
Draft proposals and confirm carrier financial ratings as directed by MAE
Pull work comp Mods
Pull property exposure data including protection classes, flood zones, valuations, and more as directed by MAE
Aid in the classification of autos based on GVW/GVC
Process Work Comp renewals from the state funds
Complete special projects assigned by MAE
C. COMPANY PROGRAMS
Develop relationships with underwriters and carrier support staff
Learn the risk appetite for each carrier
Quote, Bind and Issue policies through online rating systems for various lines of coverage with multiple insurance carriers
Understand NFIP guidelines and requirements for policy issuance
Knowledge of state workers' compensation assigned risk plans and pools
D. GENERAL ADMIN SUPPORT
Proficiency in Microsoft Office (Excel, Word, Outlook)
Knowledge of office management systems (Dashboard, Exsight, AMS 360)
Filing and organizing documentation into ImageRight
Producing and distributing correspondence letters, faxes and forms
Working knowledge of insurance coverage through job training and continuing education
Maintain current P&C insurance license
Proficiency in Microsoft Office (Excel, Word, Office)
Ability to maintain confidentiality
Ability to multitask and prioritize work
Ability to work independently as well as in a team environment
Communicate effectively, both verbally and in writing
Ability to be a self-starter and take ownership of projects/tasks assigned
Sense of urgency in completing tasks while maintaining attention to detail
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 law. Drug Free Workplace.
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