Policy Issuance Specialist-CRC

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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:

Administer timely and accurate policy issuance process consistent with compliance and performance standards.

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. Issue policies according to company guidelines.

2. Assist underwriter with meeting or exceeding production goals as assigned

3. Develop and maintain client, carrier and agent relationships through timely, accurate service

4. Audit, correct, and verify all necessary information prior to policy issuance.

5. Monitor accounts to ensure compliance with company's policies and procedures and take appropriate action for correction when necessary.

6. Request cancellation and reinstatement of policies based on outlined terms, company policy and statutory regulations.

7. Conduct ratings as necessary to ensure policy information is accurate.

8. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources.

9. Review and process policy servicing inquires as received by carrier requests

10. Forward policy servicing inquiries from carrier to Quality Control for handling

11. Maintain necessary licenses to produce business.

12. Provide support to various processing departments.

13. Perform other duties as assigned.

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. Appropriate insurance experience

2. One year of Associate Policy Issuance experience or its equivalent

3. Current state specific license

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

5. Must have knowledge of personal lines and/or commercial lines multi-line underwriting and rating

6. Must have ability to use company automation

7. Ability to develop, foster and maintain an excellent working relationship with clients

8. Ability to work in a team environment essential

9. Maintain current knowledge of the insurance industry

10. Good written and verbal skills

11. Ability to work extended hours when necessary

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. 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.

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