Truist High Net Worth Insurance Producer Leader in Philadelphia, Pennsylvania
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate. Assist in the development of marketing plans and strategies and ensure teams are providing excellent client service. Maintain positive relationships with all key stakeholders assuring client retention and satisfaction.
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.
a. Prospect new clients.
b. Quote and sell new business.
c. Cross-sell additional products and services
a. Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms and pricing for the client.
a. Managing one Producer or a team of Producers.
- Customer Service:
a. Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.
b. Collect premiums and fees billed, if applicable
- Corporate Citizenship:
a. Promote and maintain good client, company, and fellow employee relations.
b. Promote the company image through civic, social, and business activities, and endeavors.
- Product Knowledge:
a. Build and maintain internal and external knowledge of product and service offerings.
b. Stay abreast of industry trends and pursue continuing education.
- Other Duties and Responsibilities:
a. Other duties and responsibilities as directed by management.
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 in applicable business field or equivalent education and related experience
Appropriate insurance licenses
Three years of insurance industry or other relevant experience
Self-motivated, winning attitude, articulate, creative thinker, with good communication skills
Demonstrated proficiency of basic computer applications, such as Microsoft Office Suite
Ability to travel, including overnight
Skilled in Office Suite (Excel, Word, PowerPoint)
Experienced with Requests for Proposal
Certifications in field of endeavor
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.
McGriff Insurance Services 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. McGriff Insurance Services 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)