Primary Location : Frederick, MD US : **Personal Lines Client Service Representative II**

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 or call 877-###-#### (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:****

Service the book of business that is assigned; including renewals and new business, underwrite and place new accounts, coordinate processing and payment of claims between insured and company, collect premiums for assigned accounts, cross sell accounts, provide continuing service and advice to the client and producers.**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.Respond to inquiries from Agency insured and prospects.

2.Assist in collections for assigned accounts by calling or writing the insureds and call company to cancel for nonpayment if applicable. (Agency billed accounts only).

3.Complete applications and rate and quote risks for new and renewal business.

4.Set up new files.

5.Maintain account files, checking and updating account information; purging as appropriate.

6.Process miscellaneous changes and endorsements and cancellations.

7.Prepare policies and endorsements for delivery or mailing.

8.Solicit coverages or expiration dates for coverages not carried by the agency.

9.Maintain expiration list and suspense file for assigned accounts.

10.Invoice accounts on all assigned accounts.

11.Take claim reports and forward them to company.

12.Maintain claim records checking and updating information.

13.Maintain prospect list for new and canceled (preferred accounts) update and delete, as required.

14.Call for expiration dates of prospects.

15.Prior to renewal, prepare key accounts for review, assemble and update entire file and account information and prepare recommendations for upgrading coverages.

16.Data entry.

17.Perform other functions at direction of management.

**Required Skills and Competencies:**

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.Grade assignment based primarily upon the individual's level of experience and production capacity.

2.Additional consideration will be given to the size and nature of assigned market.

3.High school diploma or equivalent

4.Five years of insurance business experience (or equivalent education and related training)

5.Appropriate insurance licenses

6.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

7.Ability to travel, occasionally overnight

****Desired Skills:****

1. Knowledge of and/or ability to learn Insurance Services Automation system

***Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.***

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

**Moving forward.**

We're still hiring - it just looks a little different. For safety reasons, we've started using a lot more technology in our interview process. Here's how:

* Most interviews will happen digitally with our Modern Hire video tool. If you have technology concerns, please let us know so we can attempt to assist with finding a solution.

* If your future position requires an in-person interview or travel, we'll evaluate if it's possible to postpone.

* Digital onboarding is an option for many positions. We're still excited for new teammates to join, even if it's virtually.

We are looking for ways to minimize the impact of these uncertain times on applicants' candidacy. We're all in this together.