Truist Financial

Inside Broker

Truist Financial$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent insurance designation
  • Three years of wholesale insurance experience or equivalent
  • Valid license in relevant insurance areas
  • Strong analytical skills for insurance policies
  • Understanding of client needs and risk profiles
  • Ability to manage time and decision-making
  • Current knowledge of insurance industry trends

Responsibilities

  • Develop and maintain client and agent relationships
  • Market, quote, and confirm new and existing business
  • Negotiate terms with accessible markets
  • Ensure accurate data in submissions
  • Monitor accounts for compliance with policies
  • Assist in meeting production goals
  • Engage in continuous industry education

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life and disability insurance, including AD&D
  • Tax-advantaged savings accounts
  • 401(k) plan with company match
  • Generous paid time off, including holidays and leave
  • Potential eligibility for stock units and 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:
Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals.

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, maintain and cultivate client and agent relationships.
2. Solicit, market, quote, bind, and confirm new and existing business.
3. Negotiate the best terms and coverages available with accessible markets.
4. Ensure submissions reflect accurate data such as risks and coverages.
5. Monitor accounts to ensure compliance with the firm's policies and procedures.
6. Assist broker to meet or exceed production goals as assigned by CRC.
7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education.
8. Maintain necessary licenses to produce business.

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. Bachelor's degree or appropriate insurance designation
2. Three years of experience of wholesale insurance experience or its equivalent
3. Must be licensed in corresponding areas of insurance
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to understand the client's needs and have knowledge of the risk profiles associated
6. Ability to review information, make decisions and manage time effectively
7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy
8. Ability to develop, foster, and maintain an excellent working relationship with agencies
9. Leadership and team playing skills
10. Must possess and maintain current knowledge of the insurance industry
11. Excellent written and verbal skills
12. Ability to work extended hours when necessary
13. Maintain travel schedule depending on the needs of clients, Agents, and new business

The annual base salary for this position is $80,000.00 - $100,000.00.

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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