Truist Client Service Specialist 

United States, North Carolina, Greensboro 

7024622

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Take ownership and accountability to address and resolve client questions and issues, working toward a first call resolution, whenever possible.
2. Identify any coverage gaps and offer client solutions. Maintain proper documentation on coverages and exceptions.
3. Document customer contact completely within client management system.
4. Ensure all business results (quality, production, and time service) meet standards.
5. Process new and renewal business changes, including updating and maintaining information using computer automation.
6. Maintain daily client management functions in system applications, as required.
7. Invoice premiums and assist with follow-up on accounts receivables issues according to McGriff procedures.
8. Retain knowledge of both carrier and industry updates.
9. Take first notice of loss for claims, when applicable, i.e. catastrophic events.
10. Support overall agency revenue and retention goals.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. High School diploma or equivalent work experience
2. State issued licenses or reasonable time allowed to attain
3. Strong organizational skills
4. Strong communication and interpersonal skills (written and verbal)
1. Advanced degree
2. Certification in field of endeavor