Acceptance associate-CAFO

at  Truist Bank

THE POSITION IS DESCRIBED BELOW. IF YOU WANT TO APPLY, CLICK THE APPLY NOW BUTTON AT THE TOP OR BOTTOM OF THIS PAGE. AFTER YOU CLICK APPLY NOW AND COMPLETE YOUR APPLICATION, YOU’LL BE INVITED TO CREATE A PROFILE, WHICH WILL LET YOU SEE YOUR APPLICATION STATUS AND ANY COMMUNICATIONS. IF YOU ALREADY HAVE A PROFILE WITH US, YOU CAN LOG IN TO CHECK STATUS.

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PLEASE REVIEW THE FOLLOWING JOB DESCRIPTION:

Ensure daily workflow of new business acceptances and timely funding of premiums in accordance with established company policies and procedures.

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.
1. High School diploma or equivalent
2. Three years of experience in premium finance or related financial fields
3. Data entry skills
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
5. Ability to execute sound judgment based on knowledge and experience

PREFERRED QUALIFICATIONS:

1. Five years of experience in premium finance or related financial fields
2. Fiscal or banking background with a focus on data entry
3. Financial services or insurance premium finance experience
   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.

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. Acceptance/approval and processing of new accounts and additional premiums to active accounts within individual approval limits.
2. Process New Business Acceptance Forms for mailing.
3. Assist in the processing of outgoing mail and courier delivery.
4. Prepare premium and refund computer generated checks for issuance and signature by following established procedures.
5. Perform diligent and timely follow-up on all pending matters.