Truist Financial

Associate Underwriting Team Leader

Truist Financial$80K — $90K *
US-AnywhereRemote in Arizona, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • College degree required
  • Current state-specific insurance license
  • Commitment to at least three years with aspirations to become a Team Leader
  • Knowledge of commercial multi-line underwriting and rating
  • Excellent written and verbal communication skills

Responsibilities

  • Support Team Leader with underwriting new and renewal business
  • Develop and maintain strong client relationships
  • Negotiate terms and coverages with markets
  • Prepare submissions and secure quotes for clients
  • Assist in exceeding production goals and monitor compliance

Benefits

  • Comprehensive medical, dental, and vision insurance
  • 401(k) plan with company match
  • Generous paid time off including vacation and sick days
  • New parent leave and company holidays
  • Access to tax-advantaged savings accounts and life/disability insurance
Full Job Description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Supports Team Leader or Senior Team Leader with all job functions to learn industry business and job responsibilities necessary for future growth as a Team Leader (3-4 years). Underwrites new and renewal business, approves policy changes, maintains workload and controls written business up to and including the time of binding according to company guidelines and established by CRC procedures.

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. Develop, cultivate and maintain excellent client Relationships.
2. Market and underwrite products and services to clients.
3. Underwrite new and renewal business under supervision of a Team Leader.
4. Negotiate the best terms and coverages available with accessible markets.
5. Prepare submissions for markets and secure quotes.
6. Assist Team Leader with meeting or exceeding production goals.
7. Monitor accounts to ensure compliance with company's policies and procedures.
8. Conduct Rating as assigned by Team Leader.
9. Review and process policy servicing requests (endorsement, audits, company requests, premium finance notices and cancellations, etc.)
10. Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions as directed by your Team Leader.
11. Proof of policies, endorsements, audits, cancellations, etc. and make corrections as appropriate.
12. Provide necessary instruction to Team Assistant or Clerk.

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. College degree
2. Current state specific license
3. Must commit to a minimum of three years and have aspirations of becoming a Team Leader
4. Maintain necessary licenses to produce business
5. Must be able to understand and analyze necessary components of insurance policies
6. Ability to review information, make decisions and manage time effectively with minimal or no supervision
7. Strong desire to advance to an SCU Team Leader
8. Must have knowledge of commercial multi-line underwriting and rating
9. Must possess and maintain current knowledge of the insurance industry
10. Excellent written and verbal skills
11. Ability to work in a team environment essential
12. Ability to work extend hours when necessary
13. Maintain travel schedule depending on the needs of the clients, Agents, and new business

Preferred Qualifications:
1. Appropriate insurance designation

The annual base salary for this position is $80,000 - $90,000

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock unitsand/or a deferred compensation plan.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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