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Insurance Customer Service Representative / Personal Lines

Company: Truist Financial Corporation
Location: Greensboro
Posted on: September 2, 2020

Job Description:

Job Description :Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Service the book of business that is assigned; including renewals and new business, underwrite and place new accounts, coordinate processing and payment of claims between insured and company, collect premiums for assigned accounts, cross sell accounts, provide continuing service and advice to the client and producers.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.Respond to inquiries from Agency insured and prospects.2.Assist in collections for assigned accounts by calling or writing the insureds.3.Call company to cancel for nonpayment if applicable (Agency billed accounts only).4.Complete applications and rate and quote risks for new and renewal business.5.Set up new files.6.Maintain account files, checking and updating account information; purging as appropriate.7.Process miscellaneous changes and endorsements and cancellations.8.Prepare policies and endorsements for delivery or mailing.9.Solicit coverages or expiration dates for coverages not carried by the agency.10.Maintain expiration list and suspense file for assigned accounts.11.Invoice accounts on all assigned accounts.12.Take claim reports and forward them to company.13.Maintain claim records checking and updating information.14.Maintain prospect list for new and canceled (preferred accounts) update and delete as required.15.Call for expiration dates of prospects.16.Prior to renewal, prepare key accounts for review, assemble and update entire file and account information and prepare recommendations for upgrading coverages.17.Data entryRequired Skills and Competencies: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.Grade assignment based primarily upon the individual's level of experience and production capacity.2.Additional consideration will be given to the size and nature of assigned market.3.High school diploma or equivalent4.Two years of insurance business experience (or equivalent education and related training)5.Appropriate insurance licenses6.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products7.Ability to travel, occasionally overnightDesired Skills:1. Knowledge of and/or ability to learn Insurance Service's automation systemTruist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.EEO is the Law Pay Transparency Nondiscrimination Provision E-VerifyThank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

Keywords: Truist Financial Corporation, Greensboro , Insurance Customer Service Representative / Personal Lines, Sales , Greensboro, North Carolina

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