Truist Insurance Commercial Lines Account Manager - McGriff (Hybrid Opportunity) in Charlotte, North Carolina
Req ID: R0074324
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Job Description Summary:
Hybrid opportunity in the following location:
- Charlotte, NC - MUST LIVE NEAR THIS LOCATION TO BE ABLE TO COMMUTE TO THE OFFICE
Support Property and Casualty producer and Account Executive, if applicable, by serving mid-sized and moderately complex clients, be knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for existing clients.
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.
Build and maintain key client and carrier relationships, by phone, e-mail and in person.
Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
Continually seek cross-sell opportunities and suggest new lines of coverage.
Work with producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Attend and coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer/Account Executive/Account Manager presents the options to the client.
Conduct quarterly account management visits with assigned clients to review renewal decisions. Formulate a plan with producer to address any issues.
Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required.
Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested.
Become 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.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Mentor and train Account Manager I.
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.
Bachelor’s degree or equivalent education and related training
Five years of solid experience gaining knowledge of Property and Casualty or equivalent experience
State-issued license is PREFERRED. Must be obtained within 90 days of hire.
Ability and experience working with large retail accounts is PREFERRED. Working with small to medium retail accounts will be considered.
Good written and verbal communication skills
Good problem-solving skills
Good organizational skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to travel, occasionally overnight
Certification in field of endeavor
Experience with Requests for Proposal
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)