AFCO Client Engagement Specialist
AFCO Client Engagement Specialist
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$ 56570 - 115120
1 Vacancy
Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Client Engagement Specialists (CES) primary role is to build and develop solid longlasting client relationships over time through consistent delivery of competitive loan product offerings and loan servicing.The CES follows up on pending cases and upcoming renewals working closely with Senior Management to drive business volume.
The CES evaluates loan opportunities underwrites the credit risk and delivers executable loan commitments/agreements offering competitive and marketable rates and loan terms to Agent/Broker clients.
The credit decisioning process includes: interpreting borrower financial statements reviewing policy illustrations and any policy attributes and the related impact to the deal. It is also critical that the CES understands the competition and their product offerings. The CES makes recommendations to senior management and/or underwriting on transactions.
Additionally the CES is client facing responsible for building trust and is accountable for establishing and maintaining relationships with clients. They are the first and primary goto contact for the client and will work with the client throughout the process. Additionally the CES must followup to secure quote and renewal opportunities while building/maintaining Client relationships over time.
Upon receipt of an executed loan document package the CES must review the documents to ensure the documents are compliant with the approval granted and have met any additional related approval conditions (if applicable). The CES prepares and submits the funding packet for loan activation and funding.
The CES is responsible for a subset of the total portfolio assigned to them. This includes amongst other things monitoring collateral position calculating crossover date generating required notices surrendering policies and liquidating collateral. On a regular basis generally weekly the CES along with their manger are responsible for coleading a territory portfolio status call with the Portfolio Manager. The purpose of this call is to discuss accounts that have upcoming action items.
The CES works closely with their manager The Chief Business Development Officer the Chief Administrative officer and other members of the life premium team to collaborate on new cases upcoming renewals and overall management of their portfolio.
Largely independent the CES must be a selfstarter tracking territory performance versus plan.
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.
1. Oversee quoting underwriting and pricing activities. Ensure that pricing is in accordance with stipulated pricing grid underwriting file is complete and accurate and credit and profitability standards are maintained.
2. Ensure a high level of customer and client service is maintained. Responsible for timely delivery of term sheets transaction documents collateral calculations and other information as requested/required by customers and clients alike.
3. Develop and maintain productive relationships with customers that enhance sales for the life premium business unit.
4. Actively participate in Territory Meetings.
5. Prepare review and submit funding requests as well as life insurance company policy surrender and/or loan documents.
6. Coordinate and participate in customer and client calls.
7. Be in compliance with all policies procedures and operational guidelines.
8. Manage and mitigate risk factors.
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.
1. Associates degree or equivalent education and related training
2. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
3. Excellent written and verbal communication skills
4. Excellent organizational skills
5. Strong math aptitude
6. Ability to travel occasionally overnight
Preferred Qualifications:
1. Commercial insurance and financial services experience
2. Proven internal sales performance and relationship management via account or territory management.
This position requires an individual who will physically work within Chicago or be required to travel to Chicago for work. The annual base salary for this position is $56570.00 $115120.00.
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 offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred 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 fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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 nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate 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.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
