Client Service Broker

Found in: Jooble US O C2 - 2 weeks ago


San Francisco CA, United States CRC Insurance Services, Inc. Full time

You'll be required to create an account or sign in to an existing one.**
Need Help? (
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Serves as in intermediary between the Agent and the Insurance Company while effectively managing a team of support staff.
**Ensure submissions reflect accurate data such as risks and coverages.
Monitor accounts to ensure compliance with the firm's policies and procedures.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Three years of experience in production and marketing of new accounts
Must be able to understand and analyze necessary components of insurance policies
Ability to understand the client's needs and have knowledge of the risk profiles associated
Maintain travel schedule depending on the needs of clients, Agents, and new business
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. Depending on the position and division, this job may also be eligible for Truists 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.
**_CRC 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.


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