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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. Prepare cancellation and non-renewal notices according to statutory and contractual requirements under the direction of assigned underwriters.

3. Enter New Submissions into the clearance system and handle according to established procedures.

4. Set up underwriting files (both binding and brokerage) according to company policy.

5. Proof policies, endorsements, audits, cancellations, etc. and make corrections as appropriate.

6. Maintain account files in accordance with company policy.

7. Issue policies according to internal guidelines.

8. Issue endorsements under the direction of assigned underwriters.

9. Sort incoming file requests and deliver to / for assigned underwriter.

10. Process "dead quote" files monthly per company procedures.

11. Support underwriters and team with clerical duties as needed.

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. High school diploma or equivalent experience

2. Must have knowledge of commercial multi-line policy issuance, binders and endorsements

3. Must have ability to use company automation to include Windows, Word, and DocuCorp

4. Ability to develop, foster, and maintain an excellent working relationship with agents and company personnel

5. Ability to work in a team environment essential

6. Good written and verbal skills

7. Good organizational, time management, and detail skills

8. Must be able to work independently

9. Ability to work extended hours when necessary

Preferred Qualifications :

1. Some college

2. Wholesale insurance experience

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.

Last updated : 2024-05-01