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Insurance Account Coordinator

2 months ago

Greensboro, United States Truist Financial Corporation Full time

Primary Location: Greensboro, NC US

Job Title: Customer Service Representative - P&C Insurance

Job Overview: The role outlined below involves essential responsibilities in customer service and insurance management. To proceed with your application, please utilize the designated application button on this page. You will need to create an account or log into an existing one.

Accommodations: If you require assistance due to a disability, please reach out for reasonable accommodations.

Employment Type: Regular

Language Requirement: English (Required)

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

Key Responsibilities:

In this position, you will manage the assigned portfolio, which includes handling renewals and new business, underwriting and placing new accounts, coordinating claims processing, collecting premiums, and providing ongoing service and guidance to clients and producers.

Essential Duties:

  1. Respond to inquiries from agency clients and potential clients.
  2. Assist in the collection process for assigned accounts through communication with clients.
  3. Process cancellations for nonpayment as necessary.
  4. Complete applications and assess risks for new and renewal business.
  5. Establish new client files.
  6. Maintain and update account files, ensuring accuracy and relevance.
  7. Process changes, endorsements, and cancellations as required.
  8. Prepare policies and endorsements for distribution.
  9. Solicit information regarding coverages not currently held by the agency.
  10. Maintain an expiration list and suspense file for assigned accounts.
  11. Invoice clients for all assigned accounts.
  12. Document claim reports and forward them to the appropriate parties.
  13. Keep claim records updated and accurate.
  14. Maintain a prospect list for new and canceled accounts, updating as necessary.
  15. Contact prospects for coverage expiration dates.
  16. Prepare key accounts for renewal reviews, updating files and providing coverage recommendations.
  17. Perform data entry tasks as needed.

Required Skills and Qualifications:

The following qualifications are necessary for this role:

  1. High school diploma or equivalent.
  2. Two years of experience in the insurance industry or related education and training.
  3. Possession of appropriate insurance licenses.
  4. Proficiency in basic computer applications, including Microsoft Office.
  5. Ability to travel occasionally, including overnight trips.

Preferred Skills:

Familiarity with insurance services automation systems is advantageous.

Diversity and Inclusion: Truist is committed to fostering a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.

Company Overview: Truist is the result of a transformational merger aimed at creating a premier financial organization. We continue to evolve and adapt our hiring processes to ensure safety and accessibility for all candidates.

Interview Process: Most interviews will be conducted digitally. If you have concerns regarding technology, please inform us for assistance. In-person interviews may be postponed if necessary, and digital onboarding is available for many positions.