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Truist Client Service Specialist - Administrative 
United States, Oregon, Portland 
87383236

11.08.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Answer CO and MO incoming calls and respond to voicemails.
  • Process Colorado Firefighter Trust grant requests.
  • Assist with Trust claims filing, tracking, and documentation.
  • Assist with updating Trust legal and coverage documents.
  • Assist with reviewing Trust vendor contracts and executing signed copies.
  • Process Trust renewal submissions o Review rosters to determine eligibility.
  • Initiate renewal billing o Release coverage MOC.
  • Maintain and update Trust Client Service Plan (CSP).
  • Maintain and update Trust membership tracker.
  • Assist with providing yearend data to financial auditor and actuary.
  • Maintain, update and finalize annual membership meeting packet with team.
  • Conduct membership meeting proxy tracking.
  • Process quarterly management agreement billing.
  • Process renewal and payment reminders.
  • Assist with new prospect client pre-production development.
  • Assist with conceptualizing ambiguous ideas for execution.
  • Perform data entry and analysis to complete assigned board meeting packet items.
  • Assist in communications for website and/or distribution to membership.
  • Assist with prospect consultations.
  • Assist in coordination of CO/MO Trust meetings and conferences.
  • Other duties as assigned.