Insurance Agent Truliant Insurance Services
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Job Description
- Provides prompt quotes to existing TFCU members through various line of business referrals.
- Responsible for gathering information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal.
- Conducts periodic service calls via phone or in person for designated accounts.
- Completes binders and/or policy or endorsement requests within three days of date quoted to client.
- Maintains timely and thorough member and carrier interactions to minimize the potential for errors & omissions claims.
- Reviews renewals to determine if non-standard policies can be rewritten in a standard program.
- Prepares rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Secures and submits all required renewal underwriting information.
- Receives phone calls requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines carrier placement, completes applications or endorsements, and collects premium when applicable.
- Reviews existing accounts to determine if additional lines of insurance should be solicited by mail and/or phone prior to renewal.
- Receives and reviews all terminations and cancellations to determine appropriate action within 24 hours of receipt.
- Follows up on outstanding claims and provide assistance in claims resolution as necessary.
- Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
- Maintains working knowledge of all rating products and processes.
- Assists with other tasks and projects as assigned.
- Must have excellent verbal and written presentation skills
- Must be detail oriented, well organized and have supreme time management skills
- Must have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNote
- Must be able to work on multiple projects concurrently in fast paced and complex business environment
- Must be able to work in a general office environment
- Must be flexible and able to shift resources and priorities as required
- Should possess a strong commitment to providing excellent service to Truliant’s members, both internal and external
- Occasional standing, walking, bending, and stooping required
- Must be able to sit at a desk for moderate periods of time and use a computer
- Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
- High School Diploma or equivalent required
- Minimum 3 years previous insurance industry experience required, or equivalent financial services/credit union experience from which comparable knowledge and abilities have been acquired.
- NC Property & Casualty insurance license required or must pass exam within six weeks of attending the InsurAcademy pre-licensing program.
Park Road - Charlotte, NC 28209 US
Flexible work from home options available.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.