Truist Financial

Broker

Truist Financial$150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or relevant insurance designation preferred
  • Extensive experience in insurance production, brokerage, or related roles
  • Demonstrated ability to manage a book of business and drive production results
  • Experience mentoring or guiding team members within a production environment
  • Appropriate state-specific insurance license required, CPCU, CIC, or ARM preferred

Responsibilities

  • Drive new and renewal business by soliciting, marketing, quoting, binding, and confirming coverage for assigned accounts
  • Manage and grow a book of business by developing client relationships and identifying opportunities for retention and expansion
  • Negotiate coverage terms with carriers for complex or high-value accounts
  • Analyze client needs and risk exposures to develop appropriate coverage strategies
  • Collaborate with internal teams to ensure timely execution and compliance with company standards
  • Provide direction and oversight to support staff for effective communication and workflow coordination
  • Mentor and guide junior producers and team members to support development and performance outcomes
  • Monitor market conditions and competitive trends to identify growth opportunities

Benefits

  • Medical, dental, vision, life, disability, and AD&D insurance
  • Tax-advantaged savings accounts and 401(k) plan with company match
  • Generous paid time off programs including holidays, vacation, and sick days
  • New parent leave
  • Potential eligibility for restricted stock units and/or deferred compensation plan
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 Accessibility (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:
The Team Producer is responsible for managing and growing a book of business within an assigned team or office while serving as a senior advisor to clients. This role drives production performance through placement of insurance solutions, client relationship management, and collaboration with internal and external stakeholders. The core function of this role centers on balancing individual production with team contribution, including supporting workflow execution, mentoring junior team members, and contributing to business growth and retention.

KEY 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.

  • Drive new and renewal business by soliciting, marketing, quoting, binding, and confirming coverage for assigned accounts


  • Manage and grow a book of business by developing client relationships and identifying opportunities for retention and expansion


  • Negotiate coverage terms with carriers, including pricing, structures, and policy provisions, for complex or high-value accounts


  • Analyze client needs and risk exposures to develop appropriate coverage strategies and insurance solutions


  • Collaborate with internal teams, including support staff and specialists, to ensure timely execution, accuracy, and compliance with company standards


  • Provide direction and oversight to support staff to ensure effective communication, workflow coordination, and adherence to policies and procedures


  • Mentor and guide junior producers and team members to support development and performance outcomes


  • Monitor market conditions, emerging risks, and competitive trends to identify growth opportunities and inform placement strategy


EDUCATION AND EXPERIENCE

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.

  • Bachelor's degree or relevant insurance designation preferred


  • Extensive experience in insurance production, brokerage, or related roles


  • Demonstrated ability to manage a book of business and drive production results


  • Experience mentoring or guiding team members within a production environment


CERTIFICATIONS, LICENSES, REGISTRATIONS

  • Appropriate state-specific insurance license required. Professional designations such as CPCU, CIC, or ARM may be preferred.


FUNCTIONAL SKILLS

  • Strong knowledge of insurance products, risk structures, and market placement strategies


  • Advanced negotiation and influencing skills with carriers and clients


  • Ability to analyze complex risks and develop tailored insurance solutions


  • Strong relationship management skills with clients, agents, and internal stakeholders


  • Organizational and time management skills to manage competing priorities and deadlines


  • Ability to mentor and support development of junior team members


The annual base salary for this position is $150,000.00

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 units and/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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