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Senior Commercial Insurance Account Manager
2 months ago
The role outlined below is integral to our team. If you are interested in this opportunity, please proceed to the application section.
Regular or Temporary:
Regular
Language Proficiency:
English (Required)
Work Schedule:
1st shift (United States of America)
Job Responsibilities:
Provide support to the Producer and Marketing Account Executive by delivering expert knowledge, technical insights, and exceptional client service to both clients and account teams.
Make independent decisions regarding client coverage analysis, recommend necessary coverage, and propose new coverage lines for existing clients as needed.
Establish and nurture strong connections with carriers and manage account marketing as directed by the Producer or Marketing Account Executive, primarily focusing on smaller or less complex accounts.
Key Duties and Responsibilities:
Below is a summary of essential functions for this position. Additional tasks may be assigned, both major and minor, which are not listed here. Specific activities may evolve over time.
1. Build and sustain vital client and carrier relationships through various communication channels.
2. Develop and implement a comprehensive client service strategy for all assigned accounts, addressing their business requirements and risk management objectives.
4. Actively seek cross-selling opportunities and recommend new coverage lines.
5. Collaborate with the Producer and/or Marketing Account Executive to oversee the renewal process for assigned clients.
6. Organize meetings with clients and/or Producers to present renewal options and supporting documentation to secure acceptance or explore alternative market options.
7. Lead the marketing efforts for accounts as requested by the Producer and/or Marketing Account Executive.
8. Prepare marketing materials for the Producer or client as appropriate and provide necessary information to the Marketing Account Executive when applicable.
9. Complete the implementation process and ensure all relevant forms are delivered to clients in conjunction with other service team members.
11. Assist clients and staff with inquiries related to administration, billing, claims, and problem resolution as needed.
12. Demonstrate proficiency in client management systems, ensuring updates to policies, logging activities, and managing follow-ups effectively.
13. Mentor team members and provide guidance as necessary.
Qualifications:
Required Qualifications:
- Bachelor's degree or equivalent education and training
- Five years of relevant experience in the insurance sector
- Appropriate insurance licenses
- Strong interpersonal skills to cultivate and maintain positive business relationships with clients and market contacts; including excellent communication abilities and a service-oriented approach
- Leadership capabilities to offer direction, constructive feedback, and training while motivating others to enhance productivity and team morale
- Proficiency in basic computer applications, including Microsoft Office Suite
- Willingness to travel occasionally for overnight assignments
Preferred Qualifications:
- Advanced degree
- Certification in relevant field
- Experience with Requests for Proposal
Benefits Overview:
All regular employees (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may vary by division within Truist Inc.
Truist Inc. offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability coverage, and tax-advantaged savings accounts, along with other voluntary benefits.
All regularly scheduled employees (not temporary or contingent workers), regardless of hours worked, can contribute to a 401(k) savings plan, with eligibility for company matching contributions after one year of service.
Employees receive a minimum of 10 days of vacation (prorated based on hire date and employment status) during their first year, along with 10 sick days (also prorated) and paid holidays.
For more details on Truist's generous benefits, please refer to our Benefits site.This position is part of Truist Inc.
Truist Inc. is committed to fostering a diverse workforce and is an Equal Opportunity Employer, ensuring no discrimination based on race, gender, color, religion, citizenship, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law. Truist Inc. maintains a Drug-Free Workplace.
