• AFCO Portfolio Manager

    Truist (Lake Forest, IL)
    …analyze and evaluate reports and other information to manage assigned portfolio . 2. Communicate with insurance agents, brokers and insurance carriers regarding ... the status of transactions within their portfolio . 3. Communicate with insureds regarding the status of...Financial Observations (UFO). Assist in the completion of agent's portfolio audit. 14. Assess and post insured's post maturity… more
    Truist (05/22/25)
    - Related Jobs

  • AFCO - Sr. Client Engagement Manager…

    Truist (Lake Forest, IL)
    …required notices, surrendering policies, and liquidating collateral. Working closely with the Portfolio Manager , the SCEM co-leads a regularly scheduled ... America) **Please review the following job description:** The Senior Client Engagement Manager 's ("SCEM") primary roles are to build and develop solid and… more
    Truist (05/24/25)
    - Related Jobs

  • AFCO Client Engagement Specialist

    Truist (Lake Forest, IL)
    …manger are responsible for co-leading a territory portfolio status call with the Portfolio Manager . The purpose of this call is to discuss accounts that have ... CES is responsible for a subset of the total portfolio assigned to them. This includes, amongst other things,...upcoming action items. The CES works closely with their manager , The Chief Business Development Officer, the Chief Administrative… more
    Truist (05/20/25)
    - Related Jobs