requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Lead team of small business and personal lines insurance professionals within designated area of responsibility.
Implement strategies and protocols within the team to support Mc Griff mission, vision, and goals. 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. Serve as subject matter
expert for questions and issues related to assigned area. Provide training and education related to area of expertise.2. Develop and present material to stakeholders to share the Mc Griff story, including our capabilities and strengths in serving as a trusted advisor to small business and private insurance clients.3.
Manage small business and personal lines insurance teammembers, including coaching, monitoring, setting goals, completing evaluations, enforcing accountability, and developing strengths that lead to success.4. Build and maintain relationships across internal business units and third party partners to support success within designated area of responsibility.5. Monitor sales
activity and success; present data and analysis to leadership.6.
Ensure excellence in team operational efficiencies, adherence to compliance standards and company procedures, and attainment of the firm's goals.7. Proactively identify challenges, provide support, and follow through to resolution.8. Remain abreast of current trends in small business and personal lines insurance sales and operations in order to support a future-focused department. 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.
Bachelor's Degree or equivalent education, training and work-related experience2. Five years of experience in insurance, financial services, or related field3. Highly effective written / verbal communication and facilitation skills4. Proven ability to act with responsiveness, urgency and professionalism in all matters while prioritizing responsibilities and proactively accomplishing goals5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: 1. Experience leading and coaching others2.
Knowledge of insurance specific systems and applications 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.
For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Mc Griff Insurance Services 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, interactionual orientation, gender identity, disability, veteran status or other classification protected by law. Mc Griff Insurance Services is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9aaaba19-27cf-4eef-8045-e8eb1c691382
manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: . Summary of Role: This is a support role, requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. The coordinator will gather and input data into the agency management system, and provide assistance with various tasks and processes relative to new and renewal bonds. Will participate in special
projects as assigned by management or senior-level staff (e. g. Account Managers or Account Executives) and training with the team that will assist in their learning and development.
Training and mentorship will be extended to those with a high interest in an insurance career. This is a full-time role working from our Charlotte, NC office daily. After training and with demonstrated fluency, there could be flexibility for a hybrid schedule. Essential Duties and Responsibilities: Creates and maintains client files in accordance with office procedures. Compiles data for the Account Management Team to use in proposals and coverage checklists. May also assist in preparing proposals. Verifies
that documentation (policies and endorsements, ) and the information requested are accurate.
Performs bond renewals, and will progress to issuing bonds. Verifies the accuracy and compliance of requested documentation (policies and endorsements). Knowledge, Skills, and/or Abilities: Good written and verbal communication skills Confident in communicating with clients, staff and stakeholders Self-confident to make sound independent decisions Ability to successfully interact with a variety of people Team player, adaptive to mentoring and continual learning Possess good analytical and problem-solving skills Attention to detail, responsiveness, and organizational skills required May be required to work overtime as necessary Education and/or Experience: High School graduate or equivalent required Fluence with MS Office Suite with strong basic Excel skills 2+ years of high-level customer service experience.
Experience in a corporate setting, working with various stakeholders is preferred. Certificates, Licenses, Registration: P&C License is not required upon hire, but will be required within the first year (we will sponsor) What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our People First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. NFP and You. Better together! NFP is an inclusive Equal Employment Opportunity employer. PDN-9aa58188-79c7-41ed-b4f8-85989e26423f
manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: . Summary of Role: This is a full time exempt position that will be responsible for data gathering and timely marketing of all cases assigned to analyst by process deadlines, accuracy of final cost analysis, review of recommendations with client managers by agreed upon deadlines, maintain carrier contacts in salesforce, and overall vendor relationships (including dissemination of product information).
Principal accountabilities: Essential Core Duties and Responsibilities Calendar maintenance of marketing and analysis process Vendor relationships Data gathering from clients and carriers needed for RFP completion Scrubbing census and eligibility data where necessary Negotiation with vendors and final feedback to incumbents Ensure spreadsheets are reviewed for accuracy against current and requested contracts Contract comparison analysis where applicable Familiarity with core carrier contracts, polices and differentiators Communication to Employee Benefits team on relevant product deliverables Vendor accountability for quote accuracy Intermediate excel skills a requirement Maintain server with
quotes/final quoted terms from vendors Maintain salesforce with accurate vendor contacts Assist and organize the onboarding process for all new business cases and new business lines on designated accounts Limited experience in self- funding medical plans necessary Effective negotiation skills with vendors Attendance at weekly Employee Benefits meetings, planning sessions and NFP-Sponsored events Desired Skills Exceptional written, oral, interpersonal communication skills Advanced MS Office skills, to include excel, word, power point Extremely high ability to learn software/technology quickly Ability to work both independently and within a team environment Proficiency in processing large amounts of information on an ongoing basis Exceptional attention to detail and time management skills Strong aptitude for organization and prioritization Desire to work in a fast-paced environment with flexibility in duties and responsibilities Desired Qualifications: Minimum 5 years of experience in Employee Benefits related Industry College graduate preferred Licensing/Certifications: Active Life and Health License preferred Working Conditions: Will work in a climate-controlled office environment.
Physical Demand: Ability to sit at a computer for a long period of time as well in office.
Duties require standing, walking, talking, sitting, and hearing. What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. NFP and You. Better together! NFP is an inclusive Equal Employment Opportunity employer. PDN-9aa58184-b199-4ce3-b803-7aff9bd4c218
