Truist Contracting Representative in Harrisburg, Pennsylvania
Req ID: R0074325
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Establish and maintain agent's hierarchy for purposes of contracting an agent to submit business to a carrier which is information used for the purposes of reporting and paying of commissions. Maintain and validate contracting and appointments through Crump. Act as a liaison between the insurance agents and insurance carriers for all contracting requests. Responsible for setting agents' expectations appropriately and providing an exceptional service experience throughout the process.
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.
Facilitate Contracting and Appointments of insurance agents with insurance carriers.
Provides insurance agents with instructions and required forms, consistent with state and carrier guidelines, to complete and return for processing.
Reviews and processes contracting to the carrier for one product line
Follow-up with agents via email or phone for outstanding requirements or to provide status of pending contract & appointment.
Follow-up with insurance carrier to obtain contract & appointment approval and notify agent and internal staff.
Maintains and updates internal processing database to reflect work activity and communications on agent and corporate records to include personal information, carrier identifications, state licenses, appointment activations, terminations and executions and agent death claims.
Responsible for all incoming and outgoing electronic and paper mail, review and prepare documents for distribution and manage document storage.
Acts as a conduit for all issues associated with contracting to include coordination with all internal departments as needed.
Handles telephone calls on designated phone loop.
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.
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
High School Graduate or equivalent GED
Two years of customer service experience
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
Strong attention to detail and accuracy
Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers
Ability to react to change in a productive and positive manner
Ability and willingness to support department to accomplish team goals
Proficiency with Adobe, use of SharePoint sites, internet/web searches and video conferencing
- Bachelor's degree or equivalent education, training and work-related experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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 Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)
. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also 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.
Truist 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. Truist is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
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