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Truist Insurance Account Executive - Commercial Lines in Charlotte, North Carolina

Req ID: R0034337

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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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:

Has ownership and accountability for local agency operations. Support Regional Agency Director by planning and directing operations of local agency to ensure maximum profitability, meeting needs of insureds and maintaining high customer service quality.

Essential Duties and Responsibilities:

The 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. Develop and carry out income and expense plan for local agency.

  2. Develop and maintain strong client relationships.

  3. Coordinate all training for personnel and maintain a highly trained professional staff.

  4. Keep abreast of current trends and marketing conditions in the insurance industry, and pursue continuing education.

  5. Deliver responsive service, advice and professional counsel to insureds and personnel.

  6. Ensure that all payments for services are collected to minimize delinquency of accounts.

  7. Maintain relationship with various insurance carriers to ensure availability and competitiveness of markets.

  8. Direct all functions of agency to ensure efficient work flow is accomplished on a timely basis in a professional manner.

  9. Periodically evaluate associates’ performance and take appropriate action to ensure maximum productivity.

  10. Through an active personal marketing plan and directing the sales efforts of others, be the sales leader of the agency.

  11. Total commission revenue of the agency will be approaching $500,000.

Required Skills and Competencies:

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. Grade assignment based primarily upon individual's level of responsibility

  2. Bachelor's degree or equivalent education and related training

  3. Four years of management experience

  4. Appropriate insurance licenses

  5. Strong interpersonal skills

  6. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

  7. Ability to travel, occasionally overnight

Desired Skills:

  1. Comfortable with agency automation

  2. Strong organizational skills

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.

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 country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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