Job Information
Truist New Business Implementation Specialist in Charlotte, North Carolina
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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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Provide onboarding and implementation support to newly recruited agents and sales teams while providing tracking and management of new agent engagement. Liaise between new agents and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs in an effort to increase rates of first case sales.
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.
Ensure optimal, prompt and accurate response to independent sales teams at all times regarding pending requests.
Create professional and comprehensive correspondence/memos to independent sales and shared services teams.
Proactively respond to independent sales team inquiries re: agent set up and first case protocol.
Maintain information on IBD (independent broker/dealer) set ups.
For first quarter after agent set up, proactively provide onboarding support to sales teams via reminders including:
a. 30 day follow up email to RD/IW.
b. 60 day follow up call to IW.
c. 90 day follow up with RD.
Provide monthly and quarterly business reviews of new agents evaluating: outbound marketing, web usage, case submission, submitted and placed revenue.
Maintain current and working knowledge of multiple compensation grids, product requirements, necessary paperwork and management approval process.
Maintain ongoing, positive working relationships to facilitate problem resolution.
Utilize internal systems (paragon, CRM) for entry and tracking of requests.
Work directly with newly recruited producers to ensure a seamless transition of business and information.
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.
Proven agent onboarding experience
Ability to prioritize and accomplish multiple tasks simultaneously
Experience in delivering client-focused solutions based on customer needs
Proven ability to manage multiple projects at a time while paying strict attention to detail
Ability to maneuver internal reporting systems to evaluate opportunities for business development
Excellent verbal and written communications skills
Ability to provide excellent customer service to both internal and external customers
Preferred Qualifications:
- Experience with Crump internal systems and producer agreements
General Description of Available Benefits for Eligible Employees of TIH:
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 TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 TIH’s generous benefit plans, please visit our Benefits site (https://benefits.tihinsurance.com/)
. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.
This position is part of TIH.
Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release (https://media.truist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioning)
for details.
Crump Life Insurance 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. Crump Life Insurance 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)