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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:

Sell new business insurance to bank referrals, teammates, and other referral sources in a centralized sales environment. Build strong relationships with insurance, bank, business, and individual partners to be the trusted insurance contact.

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. Effectively respond to all referrals received within 48 hours from the time of receipt. In not received via Salesforce, must be entered immediately.

2. Multi-task to be able to manage referral pipeline, insurance carrier updates and all requests.

3. Quote and sell appropriate coverage with core carrier partners.

4. Grow insurance knowledge on all coverages, industry trends and carrier appetites.

5. Gain an understanding of current carrier underwriting guidelines, coverages and changes to be able to front-line underwrite effectively.

6. Work to extend client relationship to other products and services offered by McGriff and Truist.

7. Business and relationship development with referrals sources to provide a steady flow of qualified referrals.

8. Utilize Salesforce as a referral management tool and Sagitta.

9. Maintain all applicable insurance licenses and all necessary continuing education classes.

10. Other duties and responsibilities as requested by management.

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. High School graduate or equivalent education and/or related experience

2. Strong interpersonal skills, especially telephone demeanor

3. Independent thinking with an ambitious goal oriented mindset

4. Strong team player worth ethic and willingness to help reach all goals

5. Demonstrate proficiency of basic computer applications, such as Microsoft Office products

Preferred Qualifications:

1. College or advanced degree

2. Certifications in field of endeavor

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.

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Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)