Marketing Assistant - P&C

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Assist and provide support to MAE staff in the sales, marketing and servicing of new and renewal business. Analyze data and effectively manage projects/tasks as assigned by the appointed MAEs.

B. MAJOR ACCOUNTABILITIES/MAE SUPPORT

• Assist MAEs in the preparation of the submission to carriers
• Order carrier loss runs, organize into loss summary and large loss detail
• Complete loss stratifications and loss forecasters as directed by MAE
• Process binder request forms and all supporting documentation
• Draft proposals and confirm carrier financial ratings as directed by MAE
• Pull work comp Mods
• Pull property exposure data including protection classes, flood zones, valuations, and more as directed by MAE
• Aid in the classification of autos based on GVW/GVC
• Process Work Comp renewals from the state funds
• Complete special projects assigned by MAE

C. COMPANY PROGRAMS

• Develop relationships with underwriters and carrier support staff
• Learn the risk appetite for each carrier
• Quote, Bind and Issue policies through online rating systems for various lines of coverage with multiple insurance carriers
• Understand NFIP guidelines and requirements for policy issuance
• Knowledge of state workers\\\' compensation assigned risk plans and pools

D. GENERAL ADMIN SUPPORT

• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Knowledge of office management systems (Dashboard, Exsight, AMS 360)
• Filing and organizing documentation into ImageRight
• Producing and distributing correspondence letters, faxes and forms

E. COMPETENCIES

• Working knowledge of insurance coverage through job training and continuing education
• Maintain current P&C insurance license
• Proficiency in Microsoft Office (Excel, Word, Office)
• Ability to maintain confidentiality
• Ability to multitask and prioritize work
• Ability to work independently as well as in a team environment
• Communicate effectively, both verbally and in writing
• Ability to be a self-starter and take ownership of projects/tasks assigned
• Sense of urgency in completing tasks while maintaining attention to detail

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.