Manager Truliant Insurance Services

Truliant Insurance ServicesCharlotte, North Carolina

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Job Description

Purpose of the Job

The Manager, Truliant Insurance Services will provide management and oversight of the daily operations of Truliant Insurance Services. This position will work with staff to ensure established goals are met, policies and guidelines are followed, and member satisfaction is achieved.

Essential Functions and Responsibilities

1. Participates in the evaluation of carrier/partner relationships.

2. Oversees education, training, and development programs to increase department capability and expertise.

3. Performs all Insurance Services job functions and provides backup when necessary.

4. Develops and implements member satisfaction monitoring processes.

5. Conducts performance management activities for the department.

6. Oversees the development and implementation of new or improved department procedures.

7. Develops and maintains audit processes to ensure compliance with agency procedures and policies.

8. Monitors work flow to avoid delays in processing.

9. Maintains positive relationships with appropriate company representatives through regular contact and effective communication.

10. Provides assistance to staff on technical issues when necessary.

11. Maintains control of expirations and renewal processes, ensuring that no accounts are missed.

12. Achieves agency retention goals through member touch points throughout policy terms.

13. Ensures high levels of member service and satisfaction by improving ongoing service delivery methods.

14. Facilitates and oversees department underwriting standards.

15. Stays informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.

16. Oversees the use of excess, surplus market placements to ensure best price and coverage for the client.

17. Documents all material conversations with insureds and/or carriers regarding exposures and coverages.

18. Partners with other lines of business to maximize referral opportunities.

Other Duties and Responsibilities

1. Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

· Must have a high level of technical insurance knowledge

· Must have proven success in business development and member acquisition

· Must be able to effectively implement sales and marketing strategies

· Must be able to interface and demonstrate leadership both internally and externally

· 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

Physical Requirements

· 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

Education and Background

Bachelor’s degree in Business or a related field required
Minimum of 5 years property and casualty underwriting and marketing with a multiline insurance agency or brokerage operation required
Minimum of 3 years direct experience managing sales and service employees within an insurance agency/carrier required
NC Property & Casualty insurance license required
Commercial underwriting and/or commercial insurance sales experience preferred
Experience with Vertafore AMS360 preferred

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.

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