Client Engagement Specialist

4 weeks ago

Lake Forest, United States AFCO Insurance Premium Finance Full time
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:
Temporary

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

The Client Engagement Specialist's (CES) primary role is to build and develop solid long-lasting client relationships over time through consistent delivery of competitive loan product offerings and loan servicing.
The CES follows up on pending cases and upcoming renewals, working closely with Senior Management to drive business volume.
The CES evaluates loan opportunities, underwrites the credit risk and delivers executable loan commitments/agreements offering competitive and marketable rates and loan terms to Agent/Broker clients.
The credit decisioning process includes: interpreting borrower financial statements, reviewing policy illustrations and any policy attributes and the related impact to the deal. It is also critical that the CES understands the competition and their product offerings. The CES makes recommendations to senior management and/or underwriting on transactions.
Additionally, the CES is client facing, responsible for building trust, and is accountable for establishing and maintaining relationships with clients. They are the first and primary go-to contact for the client and will work with the client throughout the process. Additionally, the CES must follow-up to secure quote and renewal opportunities while building/maintaining Client relationships over time.
Upon receipt of an executed loan document package, the CES must review the documents to ensure the documents are compliant with the approval granted and have met any additional related approval conditions (if applicable). The CES prepares and submits the funding packet for loan activation and funding.
The CES is responsible for a subset of the total portfolio assigned to them. This includes, amongst other things, monitoring collateral position, calculating cross-over date, generating required notices, surrendering policies, and liquidating collateral. On a regular basis, generally weekly, the CES along with their manger are responsible for co-leading a territory portfolio status call with the Portfolio Manager. The purpose of this call is to discuss accounts that have upcoming action items.
The CES works closely with their manager, The Chief Business Development Officer, the Chief Administrative officer and other members of the life premium team to collaborate on new cases, upcoming renewals and overall management of their portfolio.
Largely independent, the CES must be a self-starter - tracking territory performance versus plan.

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. Oversee quoting, underwriting and pricing activities. Ensure that pricing is in accordance with stipulated pricing grid, underwriting file is complete and accurate, and credit and profitability standards are maintained.
2. Ensure a high level of customer and client service is maintained. Responsible for timely delivery of term sheets, transaction documents, collateral calculations and other information as requested/required by customers and clients alike.
3. Develop and maintain productive relationships with customers that enhance sales for the life premium business unit.
4. Actively participate in Territory Meetings.
5. Prepare, review and submit funding requests as well as life insurance company policy surrender and/or loan documents.
6. Coordinate and participate in customer and client calls.
7. Be in compliance with all policies, procedures and operational guidelines.
8. Manage and mitigate risk factors.

QUALIFICATIONS
Required Qualifications:
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. Associate's degree or equivalent education and related training
2. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
3. Excellent written and verbal communication skills
4. Excellent organizational skills
5. Strong math aptitude
6. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Commercial insurance and financial services experience
2. Proven internal sales performance and relationship management via account or territory management

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. 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.

Truist 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. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

  • Client Engagement Executive

    6 days ago

    Lake Forest, California, United States Mediabistro Full time

    OverviewAt Mediabistro, we believe that genuine connections are the foundation of successful business relationships. As a pivotal member of our team, you will play a key role in fostering these connections. If you are eager to elevate your career, consider the opportunity to join us.Your RoleAs a Client Engagement Executive, you will empower business owners...

  • Client Engagement Specialist

    2 weeks ago

    Storm Lake, Iowa, United States MERRILL MFG CO CORP Full time

    Job OverviewABOUT MERRILL MFG CO CORPMerrill Manufacturing stands as a premier provider in North America, specializing in the production of components and accessories for the water well and water system sectors. As a family-owned enterprise, we pride ourselves on delivering exceptional service, high-quality products, and a broad array of options. Our core...

  • Client Engagement Specialist

    2 weeks ago

    Salt Lake City, United States The Investors Edge Full time

    Position OverviewSalary: $50K BaseCompany MissionAt Investors Edge, our goal is to make financial independence accessible to everyone. For over 20 years, we have been dismantling obstacles in the investment sector, enabling individuals to create their ideal lives through informed financial decisions. Our cutting-edge platform has transformed investing across...

  • Client Engagement Specialist

    6 days ago

    Salt Lake City, United States The Investors Edge Full time

    Position OverviewSalary: $50K BaseCompany MissionAt Investors Edge, we are dedicated to making financial independence accessible to everyone. For over 20 years, we have been dismantling obstacles in the investment sector, enabling individuals to create their ideal lives through informed financial decisions. Our groundbreaking platform has transformed...

  • Client Engagement Specialist

    2 weeks ago

    Salt Lake City, United States The Investors Edge Full time

    Position OverviewSalary: $50K BaseCompany MissionAt Investors Edge, our goal is to make financial independence accessible to everyone. For over twenty years, we have been dismantling obstacles in the investment landscape, enabling individuals to achieve their aspirations through informed financial decisions. Our cutting-edge platform has transformed...

  • Client Support Specialist

    2 weeks ago

    Lake Forest, Illinois, United States Grainger Full time

    As a prominent industrial supplier with operations primarily in North America, Japan, and the United Kingdom, we are dedicated to keeping the world functioning by serving over 4.5 million clients globally with products delivered through innovative technology and strong customer relationships. With significant sales, we are committed to delivering value to...

  • Client Engagement Supervisor

    2 weeks ago

    Moose Lake, Minnesota, United States Members Cooperative Credit Union Full time

    Job OverviewClient Engagement Supervisor is responsible for guiding a team dedicated to establishing, nurturing, and maintaining enduring relationships with both existing and prospective members. The role involves achieving or surpassing sales and service objectives by proactively assessing financial requirements. The ideal candidate should possess a...

  • Client Engagement Supervisor

    6 days ago

    Moose Lake, Minnesota, United States Members Cooperative Credit Union Full time

    Position OverviewClient Engagement Supervisor is responsible for guiding a team dedicated to fostering, nurturing, and maintaining enduring connections with both existing and prospective members. The role focuses on achieving or surpassing sales and service objectives by proactively assessing financial requirements. The ideal candidate should possess a...

  • Client Engagement Supervisor

    2 weeks ago

    Moose Lake, Minnesota, United States Members Cooperative Credit Union Full time

    Position OverviewClient Engagement Supervisor is responsible for guiding a team dedicated to fostering, nurturing, and maintaining enduring connections with both existing and prospective members. The role focuses on achieving or surpassing sales and service objectives by proactively assessing financial requirements. The ideal candidate should possess a...

  • Relationship Banker

    19 hours ago

    South Lake Tahoe, California, United States Bank of America Full time

    About the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker - Client Engagement Specialist, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial...

  • Client Engagement Specialist

    2 weeks ago

    Salt Lake, Utah, United States ComplyAuto Full time

    Job OverviewClient Success Manager - ComplyAutoComplyAuto is a leading RegTech firm that provides innovative cloud-based solutions designed to enhance compliance and security measures for businesses, promoting efficiency and cost savings. Our platform automates compliance decisions, streamlining processes that typically require extensive manual effort and...

  • Customer Engagement Specialist

    6 days ago

    Lake Forest, California, United States Women in 3D Printing Full time

    Join Our Dynamic Sales TeamBecome a vital part of our enthusiastic and rapidly expanding sales force, dedicated to promoting innovative 3D printing technology. As a member of our team, you will have the unique opportunity to become an expert in desktop 3D printing and share your insights with a diverse clientele, including educational institutions, small...

  • Client Engagement Director

    4 weeks ago

    Salt Lake City, United States Ensono Full time

    Ensono Client Engagement Director Salt Lake City, Utah Apply Now Client Engagement Director Remote - United States JR010369 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things! We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology...

  • Customer Engagement Specialist

    2 weeks ago

    Lake Mary, Florida, United States Volt Full time

    Company Overview: Volt is seeking a dedicated Client Service Specialist to enhance our customer engagement efforts.Position Type: Fulltime/ContractRole Overview: As a Client Service Specialist, you will play a crucial role in delivering exceptional service to our clients.Key Responsibilities:Deliver comprehensive analytics and reporting services aimed at...

  • Customer Engagement Specialist

    2 weeks ago

    Lake Forest, Illinois, United States Consumers Credit Union Full time

    At Consumers Credit Union, we pride ourselves on being a certified Great Place to Work. We are currently seeking dedicated Customer Engagement Specialists to join our team. This role offers a balanced schedule with no late evenings, weekends, or major holidays required. As a vital part of our operations, you will gain insights into various functions across...

  • Client Relationship Manager

    6 days ago

    Lake Forest, Illinois, United States AFCO Insurance Premium Finance Full time

    Position Overview:The Client Engagement Specialist (CES) plays a crucial role in fostering and nurturing enduring client relationships through the consistent provision of competitive loan products and exceptional service.Key Responsibilities:Engage with clients to build trust and maintain long-term relationships.Evaluate loan opportunities and underwrite...

  • Client Relations Specialist

    2 weeks ago

    Wake Forest, North Carolina, United States Everstory Partners Full time

    Client Relations Specialist at Everstory PartnersAre you driven by a desire to provide heartfelt assistance to individuals and families navigating through challenging times? At Everstory Partners, we are committed to fostering environments where people can discover comfort and hope amidst their struggles. Become a part of our team and contribute to making a...

  • Client Relations Specialist

    6 days ago

    Forest Park, Georgia, United States Sophronia G Breedlove Full time

    Position OverviewRole Summary: We are seeking a Spanish Bi-lingual Client Relations Specialist to enhance our sales efforts at Sophronia G Breedlove. This position involves engaging with clients and providing exceptional service.Key Responsibilities:Responding to incoming calls and inquiries.Assisting clients with application processes.Providing support and...

  • Client Service Representative

    6 days ago

    Lake Forest, California, United States OSG Full time

    Job DescriptionJob Summary:OSG is a global provider of leading customer engagement and payment solutions. We help clients integrate critical customer interactions to optimize working capital and drive profitable business growth. Our solutions aim to connect the entire customer experience by aligning transactional, payment, and marketing touchpoints for...

  • Client Relationship Manager

    2 weeks ago

    Lake Forest, Illinois, United States AFCO Insurance Premium Finance Full time

    Position Overview:The Client Engagement Specialist (CES) plays a pivotal role in fostering and nurturing enduring client relationships through the consistent provision of competitive loan products and exceptional loan servicing.Key Responsibilities:Engage with clients to follow up on pending cases and upcoming renewals, collaborating closely with Senior...