BB&T Suntrust Now Truist Application Specialist in Littleton, Colorado
Req ID: R0020035
Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?
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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:
Responsible for contacting clients, completing life insurance applications over the phone, and then facilitating the application completion process for submission to the client for signature and completion.
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.
Contact applicant(s), via phone, to ask the questions needed to complete life insurance applications.
Possess the skill or have demonstrated an ability to gather, coordinate, review, analyze, and organize information relating to the completion of life insurance applications.
Possess the ability to ask and answer questions related to the life insurance application process (and possibly basic questions related to the underwriting process).
Possess the ability to communicate over the phone with clients in a professional and organized manner.
Demonstrate the ability to professionally and accurately mark the application for signature and submission.
Demonstrate the ability to complete all the appropriate supplemental insurance company application forms required.
Demonstrate the ability to complete all the appropriate client firm forms required.
Professionally and expeditiously send the application to the client for signature.
Perform additional functions as requested by your team lead or manager. 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.
High School Diploma
Good typing skills (min. 35 wpm)
Possess strong customer service skills
Be proficient in the use of most standard business office equipment (i.e. phone, fax, email, copier, etc.)
Possess strong office writing, grammar, speaking, spelling, and listening skills
Possess strong organizational and time management skills
Ability to evaluate circumstances and respond appropriately
Need to be very detailed oriented and good with numbers
Ability to multi-task without losing your effectiveness Desired Skills:
Bachelor's degree 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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