Policy Services Representative

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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 that is consistent with compliance and performance standards. Support underwriter with all endorsement requests to ensure compliance with carrier and company guidelines.

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.Assist Underwriter with meeting or exceeding production goals as assigned by CRC.

2.Review and process policy servicing requests including but not limited to endorsement, audits, company requests and certificates.

3.Underwrite CRC products and services to clients.

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

5.Issue policies according to company guidelines.

6.Analyze change requests, general service inquiries and endorsements.

7.Monitor accounts to ensure compliance with company's policies and procedures.

8.Approve and disapprove endorsements within CRC's binding authority.

9.Adhere to jurisdictional compliance documentation standards and ensure all documentation is completed.

10. Apply information from the policy services manager to ensure necessary changes for compliance purposes.

11. Develop and Maintain client, carrier and agent relationships through timely, accurate service.

12. Assist manager with modifications to workflow to increase efficiency and accuracy of the policy services department.

13. Proof policies, endorsements, audits, cancellations, etc. and make corrections as appropriate.

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

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

16. Review Inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions as directed by your team leader or the underwriting manager.

17. Cancel and reinstate policies based on outlined terms, company policy and statutory regulations.

18. Maintain necessary licenses to produce business.

19. 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.Three years of wholesale insurance 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 commercial 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

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.

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