Manager Truliant Insurance Services

Manager, Truliant Insurance Services

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

• Participates in the evaluation of carrier / partner relationships.
• Oversees education, training, and development programs to increase department capability and expertise.
• Performs all Insurance Services job functions and provides backup when necessary.
• Develops and implements member satisfaction monitoring processes.
• Conducts performance management activities for the department.
• Oversees the development and implementation of new or improved department procedures.
• Develops and maintains audit processes to ensure compliance with agency procedures and policies.
• Monitors work flow to avoid delays in processing.
• Maintains positive relationships with appropriate company representatives through regular contact and effective communication.
• Provides assistance to staff on technical issues when necessary.
• Maintains control of expirations and renewal processes, ensuring that no accounts are missed.
• Achieves agency retention goals through member touch points throughout policy terms.
• Ensures high levels of member service and satisfaction by improving ongoing service delivery methods.
• 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

Knowledge, Skills, and Abilities

Physical Requirements

Education and Background

Flexible work from home options available.