Account Manager I

Overview

Join to apply for the Account Manager I role at Truliant Federal Credit Union

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values are Member Focus, Service, Guidance, Relationships, and Community. Our promise to teammates is to provide an enjoyable place to work where they feel valued, empowered and rewarded.

Essential Functions And Responsibilities

• Completes binders and / or policy or endorsement requests within three days of date quoted to client.
• Maintains a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Maintains timely and thorough customer and carrier interactions to minimize the potential for errors and omissions claims; follow agency E&O guidelines.
• Follows up on photo requests and requests for additional information.
• Handles routine correspondence between carriers, agency and insured.
• Receives phone calls requesting changes to existing coverage and / or new policies; completes changes / requests within 24 hours; refers any new business applications to Insurance Agent staff.
• Receives and reviews all terminations and cancellations to determine appropriate action within 72 hours of receipt.
• Handles premium collection through form letters and requests cancellation of policies when necessary.
• Solicits new business opportunities with clients for lines of coverage not currently written by the agency and refers to Insurance Agent for cross sell; actively solicits increases in limits and / or coverages.
• Actively seeks referrals from current client base to solicit for new business prospects.
• Documents all material conversations with insureds and / or carriers regarding exposures and coverages.
• Maintains working knowledge of all rating products and processes.
• Participates in training and development opportunities to enhance industry knowledge and skills.

Other Duties And Responsibilities

Knowledge, Skills, And Abilities

Physical Requirements

Education and Background

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant.

Benefits (full-time)

J-18808-Ljbffr