Client Solutions Manager I - Remote

Truist; Atlanta (GA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist in Atlanta seeks a Client Solutions Team Leader to oversee the day-to-day operations of the Team responsible for premium finance loan preparation, term/pricing analysis and negotiation, and loan processing. This role ensures timely quotes, contracts and funding while maintaining profitability and regulatory compliance.

You will hire, train, and evaluate Account Executives, develop regional relationships, and drive sales campaigns to improve throughput and client service.

Qualifications

• Bachelor's degree in finance, business field or equivalent.
• Excellent written and verbal communication skills.
• Strong leadership and supervisory capabilities.
• Strong analytical, math and problem solving abilities.
• Willingness to travel occasionally.

Responsibilities

• Oversee quoting, underwriting and pricing for the Client Solutions Team.
• Ensure timely delivery of quotes, contracts and loan funding.
• Coach AEs on sales and relationship building.
• Lead outbound calls and marketing campaigns to grow opportunities.
• Track regional performance metrics and report results.
• Approve loan funding within authority limits and verify details.

Skills

Excellent communication skills

Leadership abilities

Analytical, math and problem solving

MS Office proficiency

Ability to travel

Education

Bachelor's degree in finance, business-related field or equivalent

Tools

Salesforce.com

MS Office Suite

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Oversee the day-to-day operation of a Client Solutions Team. Meet and exceed retail agent client service expectations through managing an internal sales team. These teams consist of various levels of Account Executives (AEs) responsible for timely premium finance loan preparation, term/pricing analysis and negotiation, and loan processing/funding. Be responsible for planning, expense control and human resource supervision.

Essential Duties And Responsibilities

• Oversee and/or perform quoting, underwriting and pricing activities for the Client Solutions Team. Ensures that pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained.


• Ensure a high level of agent client service is maintained. Responsible for timely delivery of quotes, contracts, loan processing/ funding and other information as requested/required by customers. Resolve customer service issues as they arise.


• Develop and maintain productive relationships with customers that enhance sales for the Region, and routinely reinforce and coach AE staff on internal sales and relationship building techniques.


• Oversee internal sales responsibilities which include outbound calls to improve sales, following up on and soliciting business opportunities, and marketing campaigns to raise the organization's visibility in the Region at both the transaction and relationship level.


• Track and report on all aspects of Regional performance, including but not limited to loan unit success, amount financed loan volume, spread, late charges and profitability. Research and analyze lost quote opportunities for potential improvements in training, process or pricing that will lead to increased sales.


• Oversee processing of loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. Responsible for establishing loan funding arrangements and approving loans for funding within assigned authority limits. Oversee and approve verifications of loan details prior to and in some cases after loan processing exceptions.


• Hire, train, manage and evaluate the performance of all AEs.


• Analyze, review and make relationship level agent appointment recommendations to RMs.


• Make joint sales calls with outside sales associates to develop, maintain and further institutionalize agent accounts (preferably with decision makers of top 20% of agent clients).


• Approve credit risk and pricing within assigned limits

Qualifications

Required Qualifications:

• Bachelor's degree in finance, business-related field or equivalent education and related training


• Excellent written and verbal communication skills


• Ability to effectively interact with various personalities/groups on the telephone and in person


• Exceptional organizational, time management and leadership skills


• Strong analytical, math and problem solving acumen


• Working knowledge of MS Office Suite (Excel, Word, Outlook, PowerPoint) and other common desktop PC applications


• Deep people, process and results managerial ability


• Proven record of sound decision making and sustained high managerial performance


• Ability to travel, occasionally overnight

Preferred Qualifications:

• Commercial insurance or financial services experience


• Salesforce.com or related CRM usage and experience

For a salary/hourly range: The annual base salary for this position is $90,000-110,000.

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.

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.

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