Truist New Business Implementation Specialist 

United States, North Carolina, Charlotte 

637292936

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Ensure optimal, prompt and accurate response to independent sales teams at all times regarding pending requests.
2. Create professional and comprehensive correspondence/memos to independent sales and shared services teams.
3. Proactively respond to independent sales team inquiries re: agent set up and first case protocol.
4. Maintain information on IBD (independent broker/dealer) set ups.
5. For first quarter after agent set up, proactively provide onboarding support to sales teams via reminders including:
a. 30 day follow up email to RD/IW.
b. 60 day follow up call to IW.
c. 90 day follow up with RD.
6. Provide monthly and quarterly business reviews of new agents evaluating: outbound marketing, web usage, case submission, submitted and placed revenue.
7. Maintain current and working knowledge of multiple compensation grids, product requirements, necessary paperwork and management approval process.
8. Maintain ongoing, positive working relationships to facilitate problem resolution.
9. Utilize internal systems (paragon, CRM) for entry and tracking of requests.
10. Work directly with newly recruited producers to ensure a seamless transition of business and information.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. Proven agent onboarding experience
2. Ability to prioritize and accomplish multiple tasks simultaneously
3. Experience in delivering client-focused solutions based on customer needs
4. Proven ability to manage multiple projects at a time while paying strict attention to detail
5. Ability to maneuver internal reporting systems to evaluate opportunities for business development
6. Excellent verbal and written communications skills1. Experience with Crump internal systems and producer agreements

General Description of Available Benefits for Eligible Employees of TIH:
. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.