The purpose of this job is to support Property and Casualty (P&C) Producer and Senior Client Executive, if applicable, by servicing assigned clients, to be knowledgeable in P&C coverages, carrier guidelines and to maintain relationships with clients and underwriters.
Renewals:Work with P&C producer, and/or Senior Client Executive and any applicable associates, to monitor and manage the renewal process for assigned clients. Prepare renewal analysis and recommendation of coverage needs to present to client. Learn negotiation skills on renewal coverage quotes with carriers. Required to maintain license and knowledge of new insurance products.Servicing:Assist assigned clients with service needs and coverage questions. Service needs include, but are not limited to - certificate issuance, endorsement requests to carriers, final audit reviews, cancellation processing and premium invoicing.Relationships:Build and maintain client and carrier relationships with effective communication and contact.Workflow:Provide proficient use of the agency management system to maintain updated and accurate client information as well as effectively manage documentation, activities, and policy expirations.Perform additional duties as assigned.
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!
Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed: