Insurance Agent Truliant Insurance Services

Insurance Agent (Remote Work Flexibility - NC)

Flex : Although this position is primarily onsite at one of our Truliant locations, this position has a flexible work arrangement that gives you the opportunity to work remotely occasionally, or according to an established schedule determined by your manager.

Purpose of the Job : The Insurance Agent assists in the acquisition of new accounts and the retention of existing accounts for Truliant Insurance Services. The position will provide prompt, efficient, high-quality service to insurance accounts in support of the agency's activities.

Essential Functions and Responsibilities :

• 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.

Other Duties and Responsibilities :

Knowledge, Skills, and Abilities :

Physical Requirements :

Education and Background :

Location(s) : Corporate Headquarters - Winston Salem, NC 27103 US (Primary) Park Road - Charlotte, NC 28209 US

Category : Truliant Insurance Services

Job Type : Full-time

Flexible work from home options available.