Insurance Personal Lines Account Manager I
Company: BB&T Corp.
Location: Fort Myers
Posted on: May 3, 2021
Specific information related to the position is outlined
below. To apply, click on the button above. You will be required to
create an account (or sign in with an existing account). Your
account will provide you access to your application
Should you have a disability and need assistance with the
application process, please request a reasonable accommodation by
emailing or by calling 877-891-2510. This email inbox
is monitored for reasonable accommodation requests only. Any other
correspondence will not receive a response.
Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Support Personal Lines producer by servicing existing clients and
selling new and additional policies to existing and new clients. Be
knowledgeable in Property and Casualty coverages, carrier
guidelines, underwriting, legislative changes, and maintain
relationships with clients and carrier representatives. Exercise
independent decisions relating to client analysis of coverage,
recommending coverage needs, as appropriate
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
1.Build and maintain key client and carrier relationships by phone,
email and in person.
2.Assist assigned clients and Property and Casualty staff with
service questions related to administration, billing, claims issues
and problem solving, upon request.
3.Continually seek cross-sell opportunities and suggest new lines
4.Work with producer and other members of team to monitor and
manage the renewal process for assigned clients. Provide analysis
and recommendation of coverage needs to present to client.
5.Attend and/or coordinate meetings with clients and/or producers
to present the renewal and supporting documents to gain acceptance
of the renewal or commitment to go to market for alternative
6.Prepare marketing information or provide required information to
Client Center marketing contact. Once marketing options have been
prepared, work with the Personal Lines producer to schedule and/or
present renewal review to the client.
7.Schedule and conduct phone calls in coordination with Client
Service Team or producer, and complete the implementation
8.Coordinate SalesForce review and documentation.
9.Provide administrative support on other tasks, such as assigned
special projects and development of new ideas/services, as
10.Become proficient in the Agency Management System, specifically
to update policies that are written or renewed, log activities to
document client meetings, carrier follow-up, service issues,
establish follow-up date and daily manage follow-up in Agency
Management System. Also, understand how to use the system to
acquire information to assist clients.
11.Attend seminars, classes and carrier meetings to keep abreast of
new products available for clients.
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
1.Bachelors degree or equivalent education and related training
2.One year of Property and Casualty experience or equivalent
4.Good written and verbal communication skills
5.Good problem-solving skills
6.Good organizational skills
7.Demonstrated proficiency in basic computer applications, such as
Microsoft Office software products
8.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
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.
Keywords: BB&T Corp., Fort Myers , Insurance Personal Lines Account Manager I, Other , Fort Myers, Florida
Didn't find what you're looking for? Search again!