Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Manager, Truliant Insurance Services will provide management and oversight of the daily operations of Truliant Insurance Services. This position will work with staff to ensure established goals are met, policies and guidelines are followed, and member satisfaction is achieved.

Essential Functions and Responsibilities

Develops and implements sales strategies to drive revenue growth and expand the agency's client base. Ensures consistent execution for all agency sales processes to achieve 100% of goal for new business, policy renewals, and policy cross-sell. Ensures high level of member satisfaction by monitoring ongoing service delivery processes and holding agency staff accountable for adhering to established service level agreements. Conducts performance management activities for the department to include annual reviews, monthly trend based coaching, weekly real-time observations, and weekly one-on-one meetings with direct reports Oversees education, training, and development programs to increase department capability and expertise. Performs all Insurance Services job functions and provides backup when necessary to include quoting, service requests, and presenting insurance options to prospective insureds. Oversees the development and implementation of new or improved department procedures. Develops and maintains audit processes to ensure compliance with agency procedures and policies. Achieves agency retention goals through member touch points throughout policy terms. Facilitates and oversees department underwriting standards. Stays informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques. Oversees the use of excess, surplus market placements to ensure best price and coverage for the client. Documents all material conversations with insureds and/or carriers regarding exposures and coverages. Partners with other lines of business to maximize referral opportunities.

Other Duties and Responsibilities

Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

• Must have a high level of technical insurance knowledge
• Must have proven success in business development and member acquisition
• Must be able to effectively implement sales and marketing strategies
• Must be able to interface and demonstrate leadership both internally and externally
• Must be detail oriented, well organized and have supreme time management skills
• Must have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNote
• Must be able to work on multiple projects concurrently in fast paced and complex business environment
• Must be able to work in a general office environment
• Must be flexible and able to shift resources and priorities as required
• Should possess a strong commitment to providing excellent service to Truliant's members, both internal and external

Physical Requirements

• Occasional standing, walking, bending, and stooping required
• Must be able to sit at a desk for moderate periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

• Bachelor's degree in Business or a related field required
• Minimum of 3 years direct experience managing sales and service employees within an insurance agency/carrier required
• NC Property & Casualty insurance license required
• Commercial underwriting and/or commercial insurance sales experience preferred
• AMS360 experience preferred

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Retirement/pension plan
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account