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Truist Surety Client Service Agent II in Durham, North Carolina

Req ID: R0046701

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Partner with production team to assure quality service is delivered at a support level. Is knowledgeable in coverages and manage the expectation of the client (both internal and external) and company underwriters. Maintain rapport with clients, company underwriters and to develop/grow existing accounts. Work collegially as a supportive member of the production team for the benefit of the clients. Maintain rapport and open, effective communication.

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.

1.Provide information, assistance or problem resolution for participants (or their beneficiaries) within the plans.

2.Explain policies and procedures for all plans.

3.Process new and renewal business changes, including updating and maintaining information using computer automation.

4.Address and resolve client questions and issues.

5.Receive phone calls and walk in clients.

6.Maintain customer files according to procedures.

7.Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.

8.Invoice premiums and assists with follow up on accounts receivables issues according to BB&T procedures.

9.Set up policy notebooks for delivery to client; assembles proposals and other presentations for client and prospect meetings.

10.Support service and production team in reaching overall agency revenue and retention goals.

11.Keep manuals and carrier information up to date and retains knowledge of carrier and industry updates.

12.Maintain renewal process and meets deadlines.

13.Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.

14.Learn and masters tools used for new client development and retention.

15.Assist with all aspects of marketing as needed.

16.Take report and monitor claims (if applicable). Contact clients for collection of premiums as necessary and as according to BB&T procedures.

17.Demonstrate knowledge to order and process new business, renewals and changes, understanding the coverage’s associated with the account and the impact of the insurance program.

18.Build and maintain relationships across geographic (including international), function and business unit.

19.Preparation of client and prospect documentation with clarity and brevity.

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 the individual's minimal level of experience and production capacity to service a midsize book of business

2.High school degree or equivalent

3.Must have state issued agent's license Strong organizational skills

4.Demonstrated proficiency in basic computer applications such as Microsoft Office software products with emphasis in utilizing resources and software to generate reports and/or other requested information

5.Demonstrate strong organizational and project skills

6.Strong communication and interpersonal skills (written and verbal)

7.Act with responsiveness, urgency and professionalism in all matters

8.Prioritize work to achieve timely completion of the most critical and sensitive activities

9.Responds quickly to client requests and works to provide appropriate information

10.Accept accountability for the quality of their work

11.Ability to travel, occasionally overnight

Desired Skills:

1.Knowledge of BB&T Insurance's automation system or ability to learn quickly

2.Familiar with BB&T resources and other departments within the organization

3.Is proficient in BB&T Policies & Procedures AAIA, Certified Insurance Service Representative (CISR), or Accredited Customer Service Representative (ACSR) designation

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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