Personal Lines Client Service Representative II

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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:

Service the book of business that is assigned; including renewals and new business, underwrite and place new accounts, coordinate processing and payment of claims between insured and company, collect premiums for assigned accounts, cross sell accounts, provide continuing service and advice to the client and producers.

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.Respond to inquiries from Agency insured and prospects.
2.Assist in collections for assigned accounts by calling or writing the insureds and call company to cancel for nonpayment if applicable. (Agency billed accounts only).
3.Complete applications and rate and quote risks for new and renewal business.
4.Set up new files.
5.Maintain account files, checking and updating account information; purging as appropriate.
6.Process miscellaneous changes and endorsements and cancellations.
7.Prepare policies and endorsements for delivery or mailing.
8.Solicit coverages or expiration dates for coverages not carried by the agency.
9.Maintain expiration list and suspense file for assigned accounts.
10.Invoice accounts on all assigned accounts.
11.Take claim reports and forward them to company.
12.Maintain claim records checking and updating information.
13.Maintain prospect list for new and canceled (preferred accounts) update and delete, as required.
14.Call for expiration dates of prospects.
15.Prior to renewal, prepare key accounts for review, assemble and update entire file and account information and prepare recommendations for upgrading coverages.
16.Data entry.
17.Perform other functions at direction of management.

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.Grade assignment based primarily upon the individual\'s level of experience and production capacity.
2.Additional consideration will be given to the size and nature of assigned market.
3.High school diploma or equivalent
4.Five years of insurance business experience (or equivalent education and related training)
5.Appropriate insurance licenses
6.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
7.Ability to travel, occasionally overnight

Desired Skills:

1. Knowledge of and/or ability to learn Insurance Service’s Automation system

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.

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