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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:

Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. 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.

1. Reviews new insurance applications for missing information, including but not limited to forms, signatures, key underwriting questions and data.

2. Reviews and analyzes underwriting requirements including Attending Physician Statements, exams, supplemental forms, etc. to determine if additional information or requirements need to be obtained to complete the underwriting process.

3. Conducts regular proactive case follow-ups via phone primarily and email secondarily, with insurance agents, vendors, internal resources, and carriers.

4. Organizes and prioritizes workload to ensure cases are processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately.

5. Utilizes agency management system to document all work activity and communication for all in-process cases.

6. Acts as a conduit for all issues associated with a case to include coordination with all internal departments.

7. May have responsibility for reviewing issued insurance policies for accuracy.

8. Follows-up with insurance agents to ensure requirements necessary to activate insurance coverage are received within specified timeframe.

9. Takes the initiative to review other than applied for offers on term cases to determine if alternatives exist.

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. Effective interpersonal and written communication skills

2. Ability to provide excellent customer service to both internal and external customers

3. Effective time management skills

4. Ability to prioritize and accomplish multiple tasks simultaneously

5. Capable of working independently as well as in a team environment

6. Ability to work in a self-directed fashion

7. Experience with PCs in a Windows environment

8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

9. Ability to analyze problems and develop solutions

10. Ability to communicate with individuals at all levels of the organization

11. Bachelor's degree or equivalent education, training and work-related experience

12. Proficiency with office equipment including fax machines, copiers, telephone systems, etc

13. Two years of customer service experience

14. Demonstrated history of customer relationship management success

15. Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area

16. Strong attention to detail and accuracy

17. Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers

18. Ability to react to change in a productive and positive manner

19. Ability and willingness to support department to accomplish team goals

20. Ability to analyze case information and determine necessary actions and next steps

21. Proficiency with Adobe, use of SharePoint sites, internet/web searches and video conferencing

Preferred Qualifications:

1. Prior insurance 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.

Crump Life Insurance 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. Crump Life Insurance is a Drug Free Workplace.

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