BB&T Suntrust Now Truist MSW Account Service Representative - Commercial Department in Houston, Texas
Req ID: R0016960
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
Assist Supervisor, Account Manager and ASR’s in servicing of all business
MAJOR ACCOUNTABILITIES: Account Service: Service account with direct supervision from Account Manager, Senior ASR, or ASR Supervisor. Client Information: Assist in obtaining basic client information, coverage specifics, loss history and other information necessary to prepare company applications/quotes for new/renewal business. Marketing: Assist in preparing final insurance company applications and attachments, accurately and completely, for submission. Administrative: Prepare and issue binders, invoices, certificates, auto ID cards, cancellation notices, tax filings and countersignatures on new and renewal business. Proof policies, process endorsements, audits, complete reporting forms, and initiate needed corrections to insure accuracy and completion of ratings, dates, coverage, signatures, attachments, etc. Request MVRs. Enter and change detail in Rumba. Process incoming and outgoing mail. Process and track accounting discrepancies. Financial: Collect outstanding premiums due the agency, establish payment plans, check accuracy of commissions and reconcile accounts. General Team Support: Respond to Team requests and keep them informed on major changes/problems. Answer telephones; maintain control of outstanding work to be done. Provide general and clerical assistance to all team members. Follow company procedures. KEY COMPETENCIES:
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Working knowledge of spreadsheet applications and formula calculations
High school diploma required, Associate or Bachelor’s degree preferred
Strong proofing, editing, and grammar skills
Exceptional attention to detail
Ability to multi-task and work in a fast paced environment
Strong time management and organizational skills
Aptitude for mathematical calculations, including multiplication, division, and percentages
Holds P&C license or is prepared to study for and pass the exam within 6 months of employment 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
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.
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