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Truliant Federal Credit Union · 5 days ago

Insurance Agent

Winston-Salem, NC

Full-time

Onsite

Mid Level

3+ years exp

Truliant Federal Credit Union is committed to improving lives by putting members first and providing straightforward financial solutions. The Insurance Agent will assist in acquiring new accounts and retaining existing ones, ensuring high-quality service and support for the agency's activities.

Banking

Growth Opportunities

Responsibilities

Meets established goals for outbound calls, quotes, sold policies, and cross-sell results to ensure agency success and profitability

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

Qualification

NC Property & Casualty licenseIndependent insurance agency experienceAMS360 experiencePL Rater experiencePC skillsCustomer service commitmentVerbal presentation skillsWritten presentation skillsDetail orientedTime management skills

Required

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 independent insurance agency 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