What are the responsibilities and job description for the Insurance associate position at Truist?
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. Set up new prospects and complete customer data entry according to procedures.
2. Process audits, order loss runs, run proposal and generate loss summaries.
3. Establish and communicate schedules.
4. Open, distribute, scan and route mail.
5. Order office supplies (if applicable).
6. Show proficiency in utilizing resources and software to generate reports and / or other requested information.
7. Invoice premiums related to clients.
9. Research and resolve policy discrepancies.
10. Monitor real-time call arrival patterns to ensure satisfactory service levels.
11. Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
12. Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
13. Maintain production goals for completing work, while maintaining high quality.
14. Support service and production team in reaching overall agency revenue and retention goals.
15. Maintains up to date knowledge of : departmental systems, related technology, and policies and procedures.
16. Perform other duties, as assigned.
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 graduate or equivalent
2. Strong organizational skills
3. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
General Description of Available Benefits for Eligible Employees of TIH :
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 TIH Insurance Holdings, LP (TIH) offering the position.
TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits.
All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21.
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 : 2024-06-11
