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Premium Finance Account Executive - Telecommuter

Company: Truist Financial Corporation
Location: Petaluma
Posted on: April 3, 2021

Job Description:

Premium Finance Account Executive - Telecommuter 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? Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing--Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.Regular or Temporary:RegularLanguage Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Work Location:PST or MSW time zonesJob Summary:This will be working with AFCO's west coast clients.Under direct supervision, support outside sales to solicit, develop and maintain producing client relationships while meeting or exceeding the company's sales and profit goals. Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate pricing and underwriting guidelines to meet profitability goals. Review premium finance agreements received for acceptance to ensure they are within the proper legal and operational guidelines. Make telemarketing solicitations to support/drive sales results and provide reports to management tracking territory performance versus established goals. Work in a near paperless process flow where all underwriting, quoting and processing activity is completed electronically via a web-based environment.Essential Duties and Responsibilities:
The 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. Perform quoting, underwriting, price negotiation and telemarketing efforts for assigned geographic territory. Ensure all territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained while working to exceed monthly territory budget objective and metrics.
2. Responsible for building and developing solid agent client relationship via timely delivery of quotes, contracts and other information as requested or required by retail agent clients.
3. Make outbound calls to improve sales, following up on and soliciting business opportunities. Track all pertinent relationship-level sales data via Contact Relationship Management (CRM) software.
4. Report any lost quote opportunities and marketing intelligence for the territory.--
5. Work in conjunction with Loan Processing Department to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. Request any loan funding arrangements and approval of loans within assigned authority limits. Verify loan details prior to, and in some cases after, loan processing. 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. Associate's degree or equivalent education and related training
2. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products--
3. Excellent written and verbal communication skills
4. Excellent organizational skills
5. Strong math aptitude
--Desired Skills:
1. Associate's degree in finance or business-related field
2. Commercial insurance and financial services experience--
3. Proven internal sales performance and relationship management via account or territory managementSalary range (depending on experience):$40,000 to $50,000Truist 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. Assistance for Persons with Disabilities If you are an individual with a disability or a disabled veteran who is unable to use our online tools to search and apply for jobs, you may request a reasonable accommodation by contacting us at 1-877-891-2510 or by email at careers@truist.com . This option is reserved for individuals who are unable to use or require assistance with the online tools as the result of a disability and is not intended for other purposes. E-Verify Truist participates in E-Verify. In compliance with federal law, all candidates to whom a conditional offer of employment is made will be required to verify their identity and employment eligibility before beginning work at Truist. Please read the attached notices for important information about E-Verify. Notice to Staffing Agencies, Placement Services, and Professional Recruiters Truist Financial Corporation and its affiliates and subsidiaries have an internal Talent Acquisition Division. Truist may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters ("Recruiters"). Recruiters are hereby specifically directed NOT to contact Truist employees directly in an attempt to present candidates - Truist's Talent Acquisition Division must present ALL candidates to hiring managers. To protect the interests of all parties, Truist will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to Truist, including unsolicited resumes sent to a Truist mailing address, fax machine or email address, directly to Truist employees, or to Truist's resume database will be considered Truist property. Truist will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Truist will consider any candidate for whom a Recruiter has submitted an unsolicited resume to have been referred by the Recruiter free of any charges or fees. Recruiters must obtain advance written approval from Truist's Talent Acquisition Group Manager to submit resumes, and then only in conjunction with a valid fully-executed contract for service and in response to a specific job opening. Truist will not pay a fee to any Recruiter that does not have a signed Truist vendor agreement in place, dated no later than one year before the date of the resume submission in question. Recruiting vendor agreements will only be valid if in writing and signed Truist's Talent Acquisition Group Manager or his or her designee. No other Truist employee is authorized to bind Truist to any agreement regarding the placement of candidates by Recruiters. Truist hereby specifically rejects, and denies any liability under, any agreement purporting to be accepted based on negative consent, negotiation with a candidate, performance, or any means other than the signature of Truist's Talent Acquisition Group Manager. BY SUBMITTING A CANDIDATE TO TRUIST, RECRUITERS AGREE TO BE BOUND BY AND COMPLY WITH THIS POLICY. Equal Opportunity Employer Truist supports a diverse workforce and is an Equal Opportunity Employer that 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. 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. #TruistCares

Keywords: Truist Financial Corporation, Petaluma , Premium Finance Account Executive - Telecommuter, Accounting, Auditing , Petaluma, California

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