• 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)
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  • 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 ... **Please review the following job description:** The Client Engagement Specialist 's (CES) primary role is to build and develop...CES is responsible for a subset of the total portfolio assigned to them. This includes, amongst other things,… more
    Truist (05/20/25)
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