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 relevant insurance designation preferred
  • Experience in wholesale insurance, including quoting and account management
  • Progression towards more complex deal execution is expected
  • State-specific insurance license required
  • Additional certifications may be pursued for career progression

Responsibilities

  • Execute business activity by quoting, placing, binding, and confirming policies
  • Market insurance products by identifying solutions for less complex risks
  • Negotiate coverage terms with carriers within set parameters
  • Serve as primary contact for agents on assigned accounts
  • Ensure accuracy of submissions and policy information
  • Monitor accounts for compliance with policies and underwriting standards
  • Support production goals by enhancing transactional deal flow

Benefits

  • Medical, dental, vision, life, disability, and AD&D insurance
  • Tax-advantaged savings accounts
  • 401(k) plan with company match
  • Generous paid time off including holidays and vacation
  • New parent leave
  • Potential for restricted 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:
The Inside Broker executes sales activity in a structured, high-volume environment, primarily through phone-based interactions. This role identifies, solicits, and places appropriate insurance coverage by utilizing accessible markets while serving as an intermediary between agents and carriers. The core function of this role centers on efficient deal execution, transactional production, and supporting new and renewal business to meet or exceed brokerage team production goals.

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.

  • Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines


  • Market insurance products by identifying appropriate coverage solutions through accessible markets for less complex risks


  • Negotiate coverage terms with carriers within defined underwriting and pricing parameters


  • Serve as a primary point of contact for agents on assigned accounts, managing communication and responding to inquiries in a high-volume environment


  • Ensure accuracy of submissions and policy information, including risk details and coverage structure


  • Monitor assigned accounts to maintain compliance with company policies, procedures, and underwriting standards


  • Support production goals by driving transactional deal flow and contributing to overall team performance


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


  • Experience within wholesale insurance, including quoting, placement, or account management responsibilities


  • Experience expectations increase across the career path, with progression toward more complex deal execution and broader market responsibility


CERTIFICATIONS, LICENSES, REGISTRATIONS

  • Appropriate state-specific insurance license required. Additional certifications may be pursued to support technical development and career progression.


FUNCTIONAL SKILLS

  • Strong understanding of insurance products, underwriting concepts, and market placement practices


  • Ability to analyze risk information and match coverage solutions within defined guidelines


  • Effective communication and relationship management skills with agents and carriers


  • Ability to manage high-volume workflows with speed and accuracy


  • Strong organizational and time management skills with ability to prioritize competing demands


  • Proficiency in systems and tools used to support quoting, placement, and servicing activities


The annual base salary for this position is $80,000 - $100,000.

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 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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