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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.ย
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.
Required:
- High School education
- Applicable and appropriate level of insurance licensing as required by state for P&C and/or Life & Health, (Florida will require 2-20 license)
- Minimum of 1-year experience with Commercial Lines in an agency environment or 1-year Commercial Lines experience with a commercial insurance company, or completion of Insurance Development Associate Program, equivalent as determined by hiring manager
- Knowledge of all commercial lines of insurance, basic company underwriting guidelines and the agencyโs policies and procedures.
- Good oral and written communication skills
- Time management and organizational skills
- Ability to make informed decisions
- Proficient in time management principles to prioritize workload. The associate must be capable of handling at least a minimum level as determined by management of assigned accounts, account complexity and/or assets under administration
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Preferred:
- Industry designations and accreditations for further education preferred
- College degree or higher preferred
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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.
Working with Us
Teamwork and the individual contributions of our associates are recognized as the drivers of our success.ย 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.ย 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.ย Come onboard and join our team!
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Equal Opportunities for All
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.
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If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to careers@trustmark.com or call 866.213.1418.
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Our Hiring Process
Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:
- Verification of employment, education and other data provided by you on your employment application
- Verification of eligibility to work in the US
- Criminal background check
- Credit check (required for certain positions)
- Fingerprinting (required for certain positions)
- Drug screen
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ยฉ 2023 Trustmark National Bank
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Member FDIC
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Equal Housing Lender