Insurance Account Manager

6 days ago

Scottsdale, Arizona, United States Truist Financial Full time
Job Summary

We are seeking a highly skilled and experienced Account Executive to join our team at Truist Financial. As an Account Executive, you will be responsible for providing exceptional support to our brokers, underwriters, and team leaders regarding all policies and key accounts.

Key Responsibilities
  • Partner with brokers to solicit, promote, sell, quote, and maintain renewals from existing agents, as well as support new business.
  • Negotiate terms with underwriters, including price, deductible, enhancement, and exclusions.
  • Select carriers to approach with accounts.
  • Assist and/or provide quotations for new business, renewals, and endorsements through managing all company correspondence in a timely manner.
  • Prepare recommendations for agents showing fact information regarding best coverage information.
  • Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines.
  • Process renewal business, which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines.
  • Acquire confirmations from retailers when accounts are bound.
  • Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines.
  • Prepare company profiles and research analysis for client visits.
  • Provide directions and supervision to team as requested by Broker.
  • Manage incoming calls from producers and companies.
  • Maintain good working relationship with current agents and other co-workers.
  • Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews, and/or formal continuing education.
  • Perform other duties, tasks, responsibilities, and projects as assigned.
Requirements
  • College degree or equivalent experience.
  • Three years of wholesale insurance experience or its equivalent.
  • Experience with specific account handling and marketing.
  • Current state-specific insurance license.
  • Substantial knowledge of insurance and insurance processes.
  • Ability to review information, make decisions, and manage time effectively with minimal to no supervision.
  • Ability to plan, organize, and manage multiple priorities.
  • Excellent verbal, written, and presentation skills.
  • Ability to deal with confidential matters appropriately.
  • Possess strong interpersonal skills.
  • Ability to work extended hours as needed.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Ability to travel, occasionally overnight.
Benefits

As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, and tax-preferred savings accounts. You will also have the opportunity to contribute to a 401(k) savings plan and participate in a deferred compensation plan. Additionally, you may have the opportunity to participate in an ownership interest in TIH in the form of profits interest or capital interest.

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. CRC is a Drug-Free Workplace.

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