Truist Insurance Client Service Agent in Raleigh, North Carolina
Req ID: R0031769
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
3201 Beechleaf Court, Raleigh NC 27604 PRIMARY PURPOSE:
Partner with production team to assure quality service is delivered at a support level. Knowledgeable in coverages and manage the expectation of the client (both internal and external) and company underwriters. Maintain rapport with clients, company underwriters and 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. Address and resolve client questions and issues.
Receive phone calls and walk in clients.
Support service and production team in reaching overall agency revenue and retention goals.
Learn and master tools used for new client development and retention.
Assist with all aspects of marketing, as needed.
Process new and renewal business changes, including updating and maintaining information using computer automation.
Maintain customer files according to procedures.
Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
Invoice premiums and assist with follow-up on accounts receivables issues according to BB&T procedures.
Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
Keep manuals and carrier information up-to-date and retain knowledge of carrier and industry updates.
Maintain renewal process and meet deadlines.
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
Take report and monitor claims (if applicable).
Contact clients for collection of premiums, as necessary, and as according to BB&T procedures. 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. High school diploma or equivalent business experience
Strong organizational skills
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
Demonstrate strong organizational and project skills
Strong communication and interpersonal skills (written and verbal)
Act with responsiveness, urgency and professionalism in all matters
Prioritize work to achieve timely completion of the most critical and sensitive activities
Respond quickly to client requests and work to provide appropriate information
Accept accountability for the quality of work
Ability to travel, occasionally overnight DESIRED SKILLS:
Knowledge of BB&T Insurance's automation system or ability to learn quickly
Knowledge of Salesforce and BB&T’s IRM process
Familiar with BB&T resources and other departments within the organization
Desire to pursue an insurance 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
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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