Business Unit Risk Advisor managing business continuity and disaster recovery program requirements at Truist. Collaborating with leadership to mitigate risk and ensuring compliance in a financial context.
About the role
- Claims Management: Enter new property and casualty claims into AMS 360, submit First Notice of Loss (FNOL) to carriers, and track claim progress from start to finish.
- Client Communication: Send claim acknowledgements, share updates, and ensure clients are informed every step of the way.
- Carrier Follow-Up: Work closely with carriers to obtain claim numbers, adjuster details, and ongoing status updates.
- Team Support: Assist with scheduling on-site visits, coordinating stewardship reports, and maintaining RAC documentation.
- Record Keeping: Keep client folders, calendars, and department systems organized and up to date.
- Presentation & Reporting: Help prepare PowerPoint decks, moderate webinars, and support RAC reporting and newsletter efforts.
- Special Projects: Support the RAC team with projects such as binder updates, claim reviews, and data gathering for pre-unit stat reviews.
- And More: Take on other duties as assigned — every day brings something new to learn.
- Occasional travel may be required.
Requirements
- Education: High school diploma or equivalent required.
- Experience: At least 1 year of agency experience or similar administrative experience preferred.
- Skills:
- Strong communication skills — you’re comfortable interacting with clients, carriers, and teammates.
- Detail-oriented and organized — you thrive on keeping systems and records in order.
- Proficient with basic computer programs (Word, Excel, AMS 360 experience a plus).
- Comfortable working independently and managing multiple priorities.
- Able to perform basic math for rates, ratios, and percentages.
- Licensing: Active CA Property/Casualty license required (or ability to obtain within 90 days of hire).
- Continuing Education: Commitment to ongoing learning and professional growth through industry training and CE requirements.
- Valid Driver’s License: Must have an acceptable driving record.
Benefits
- A people-first culture that values your growth and work–life balance—with hybrid and remote options available, for qualified candidates
- Ongoing training and career development opportunities including paid license renewal and continuing education
- The tools and support you need to succeed
- The chance to work with reputable carriers and a diverse book of business
- Recognition and rewards
- Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
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Business Unit Risk Advisor managing risks and controls within Technology Business Unit at Truist. Executing risk program requirements and advising leadership on risk management strategies.
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