Account Executive I - CAFO

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Regular or Temporary:

Regular

Language Fluency: English (Required)

French

Work Shift:

1st Shift (Canada)

Please review the following job description:

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

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.

• 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.
• 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.
• Make outbound calls to improve sales, following up on and soliciting business opportunities. Track all pertinent relationship- level sales data via Customer Relationship Management (CRM) software.
• Report any lost quote opportunities and marketing intelligence for the territory.
• 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.
  
  
  

Qualifications

Required Qualifications:

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.

• Associate's degree or equivalent education and related training
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Excellent written and verbal communication skills
• Excellent organizational skills
• Strong math aptitude
• Must be bilingual, English/French (oral/written) preferred.
  
  
  

Preferred Qualifications:

• Associate's degree in finance or business-related field
• Commercial insurance and financial services experience
• Proven internal sales performance and relationship management via account or territory management
  
  
  

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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