Inside Broker

Norcross, GA, United States

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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:

Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.

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. Develop, maintain and cultivate client and agent relationships.

2. Solicit, market, quote, bind, and confirm new and existing business.

3. Negotiate the best terms and coverages available with accessible markets.

4. Ensure submissions reflect accurate data such as risks and coverages.

5. Monitor accounts to ensure compliance with the firm's policies and procedures.

6. Assist broker to meet or exceed production goals as assigned by CRC.

7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.

8. Maintain necessary licenses to produce business.

9. Become project owner/leader for our digital platforms including Millenial Shift, Sayata, REDY, and others.

10. Internal point of contact for PATRA (third party outsource/offshore team) tasks and troubleshooting.

11. Internal point of contact for addressing accounting issues and/or routing to the correct person.

12. Internal point of contact for vendor management and office admin.

13. Internal point of contact for routing IT issues to the correct contact.

QUALIFICATIONS

Required Qualifications:

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. Bachelor's degree or appropriate insurance designation

2. Three years of experience of wholesale insurance experience or its equivalent

3. Must be licensed in corresponding areas of insurance

4. Must be able to understand and analyze necessary components of insurance policies

5. Ability to understand the client's needs and have knowledge of the risk profiles associated

6. Ability to review information, make decisions and manage time effectively

7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy

8. Ability to develop, foster, and maintain an excellent working relationship with agencies

9. Leadership and team playing skills

10. Must possess and maintain current knowledge of the insurance industry

11. Excellent written and verbal skills

12. Ability to work extended hours when necessary

13. Maintain travel schedule depending on the needs of clients, Agents, and new business

Desired Skills:

1. Experience with digital insurance platforms and agency management systems preferred.

General Description of Available Benefits for Eligible Employees of TIH:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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