Special Accounts Manager

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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:

Handle complex programs including both property and casualty coverage and manage all aspects of account service.

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.  Account Service

a. Receive and respond to client request.

b. Respond to Producer and A/E request.

c. Assist in obtaining and organizing client information and coverage  specifics.     

2. Marketing

a. Prepare applications and submissions.

b. Order loss runs and request.

c. Track and obtain market request.

3. Administrative

a. Prepare and issue binders, invoices, ID Cards, certificates, tax filings and countersignatures.

b. Review policies and prepare for delivery.

c. Process Endt’s, audit and cancellation.

4.  Designated Accounts

a. Coordinate internal flow of the new/renewal production.

b. Perform and convey to insured technical reviews of policy documentation.

c. Negotiate coverage and premium terms on policies as applicable including   marketing with insurers as agreed by the producer.

d. Meet with assigned clients/accounts on a regular basis.

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. Maintain Insurance License.

2. Enroll in and complete CE classes each year.

3. Continue to increase underwriting knowledge.

4. Excellent communication skills, verbal and written.

5. Advanced insurance knowledge.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
7. Ability to travel, occasionally overnight

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.