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Job Information

Truist Insurance Client Service Agent I - Commercial Lines in Greenville, South Carolina

Req ID: R0042146

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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:

Support agents by servicing accounts. Be familiar with company guidelines and underwriting. Be knowledgeable in coverages. Maintain rapport with clients and company underwriters and to develop existing accounts.

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.Receive phone calls and walk-in clients.

2.Answer questions, process and resolve customer service requests and problems.

3.Order and process new business, renewals and changes, including updating the computer system.

4.Assist in completing applications and marketing.

5.Maintain proper documentation on coverages and exceptions.

6.Maintain customer files on both paper and computer, according to procedure. Keep manuals up-to-date.

7.Obtain expiration dates for policies not written by us to follow up and quote. Monitor all expirations and be sure all renewals are processed. Refer other insurance lines to appropriate departments.

8.Review entire account needs when first written.

9.Review accounts at renewal.

10.Prepare proposals and client presentations as required.

11.Due to changing business conditions, management may request that additional duties or functions be assigned to this position.

12.Responsible for some in-house training and mentoring of other Client Service Agents

Commercial Property and Casualty Only: Take, report and monitor claims where applicable. Contact clients for collection of premiums as necessary. Invoice premiums.

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 high level of experience and production capacity to service a large book of business

2.High School or equivalent

3.Five years of insurance experience

4.Must have state issued agent's license Superb interpersonal skills, both verbal and written

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

6.Ability to travel, occasionally overnight

Desired Skills:

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

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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