Insurance Commercial Lines Account Manager - McGriff (Hybrid Opportunity)
Company: Truist
Location: Greenville
Posted on: January 25, 2023
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Job Description:
Req ID: R0072672The position is described below. If you want to
apply, click the Apply button at the top or bottom of this page.
You'll be required to create an account or sign in to an existing
one.Need Help?If you have a disability and need assistance with the
application, you can request a reasonable accommodation. Send an
email toAccessibility(accommodation requests only; other inquiries
won't receive a response).Regular or Temporary:RegularLanguage
Fluency: English (Required)Work Shift:1st shift (United States of
America)Please review the following job description:Job Description
Summary:Hybrid opportunity in the following locations:- Greenville,
NC- Wilson, NC- Raleigh, NC- Durham, NC- Wilmington, NCSupport
Property and Casualty producer and Account Executive, if
applicable, by serving mid-sized and moderately complex clients, be
knowledgeable in coverages, carrier guidelines, underwriting, and
legislative changes, to maintain relationships with clients and
carrier representatives and to assist in suggesting new lines of
coverage for existing clients.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. Build and maintain key client and carrier
relationships, by phone, e-mail and in person.2. Assist assigned
clients and staff with service questions related to administration,
billing, claims issues and problem-solving, upon request.3.
Continually seek cross-sell opportunities and suggest new lines of
coverage.4. Work with producer, and/or Account Executive, to
monitor and manage the renewal process for assigned clients.
Coordinate meeting with client and/or producer to present the
renewal and supporting documents to gain acceptance of the renewal
or commitment to go to market for alternative options.5. Attend and
coordinate meeting with client and/or producer to present the
renewal and supporting documents to gain acceptance of the renewal
or commitment to go to market for alternative options.6. Prepare
marketing information or provide required information to a
marketing person. Once marketing options have been prepared, the
producer/Account Executive/Account Manager presents the options to
the client.7. Conduct quarterly account management visits with
assigned clients to review renewal decisions. Formulate a plan with
producer to address any issues.8. Review claims reports monthly and
deliver reports to clients on monthly or quarterly basis, as
required.9. Provide administrative support on other tasks such as
assigned special projects and development of new ideas/services, as
requested.10. Become proficient in the Agency Management System,
specifically to update policies that are written or renewed, log
activities to document client meetings, carrier follow-up, service
issues, establish follow-up date and daily manage follow-up in
Agency Management System. Also, understand how to use the system to
acquire information to assist clients.11. Attend seminars, classes
and carrier meetings to keep abreast of new products available for
clients and acquire expertise in legislative changes, as
opportunities occur.12. Mentor and train Account Manager I.Required
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. Bachelor's
degree or equivalent education and related training2. Five years of
solid experience gaining knowledge of Property and Casualty or
equivalent experience3. State-issued license is PREFERRED. Must be
obtained within 90 days of hire.4. Ability and experience working
with large retail accounts is PREFERRED. Working with small to
medium retail accounts will be considered.5. Good written and
verbal communication skills6. Good problem-solving skills7. Good
organizational skills8. Demonstrated proficiency in basic computer
applications such as Microsoft Office software products9. Ability
to travel, occasionally overnightTruist 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. Truist is a Drug Free
Workplace.EEO is the Law Pay Transparency Nondiscrimination
Provision E-Verify - 2017 SunTrust Banks, Inc. All rights
reserved.SunTrust is federally registered service marks of SunTrust
Banks, Inc.
Keywords: Truist, Greenville , Insurance Commercial Lines Account Manager - McGriff (Hybrid Opportunity), Executive , Greenville, North Carolina
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