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: Support Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others.
Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage,
recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive.
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, email and in person.2. Assist assigned clients and staff with service questions related to administration, certificate requests, billing, claims issues and problem
solving, upon request.3. Work with Producer and/or Marketing Account Executive, if applicable, to monitor and manage the renewal process for assigned clients.4.
Prepare marketing information or provide required information to a marketing person.5. Complete the implementation process; prepare and deliver all applicable forms to client.6. Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.7. Proficient in the client management system(s), 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 client management system(s).
Also, understand how to use the system to acquire information to assist clients.8. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.9. Mentor team members.10. Other duties and responsibilities as requested by management. 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 and related training2. Five years of relevant insurance industry experience3. Appropriate insurance license - Property and Casualty4. Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems5. Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale6.
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite7. Ability to travel, occasionally overnight Preferred Qualifications: 1. Advanced degree2. Certification in field of endeavor3. Experience with Requests for Proposal 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-9aaab8f4-1e66-47ae-840c-b84665cb2225
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: Support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business.
Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives. 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, email and in person.2. Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.3.
Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.4. 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. Lead the marketing of accounts
as requested by Producer and/or Marketing Account Executive, if applicable.6.
Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.7. Prepare and deliver all applicable forms to client.8. Become proficient in the client management system(s), 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 client management system(s). Also, understand how to use the system to acquire information to assist clients.9. Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.10.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.11. Other duties and responsibilities as requested by management. 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 and related training2. Two years of relevant insurance industry experience3. Appropriate insurance license(s)4. Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems5. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite6. Ability to travel, occasionally overnight Preferred Qualifications: 1. Advanced degree2. Certification in field of endeavor3. Experience with Requests for Proposal 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-9aaab821-12f8-43dc-9247-a84dff6edd1d
