Truist McGriff Service Associate-Surety 

United States, Alabama, Birmingham 

789884432

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. Set up new prospects and complete customer data entry according to procedures.
2. Process audits, order loss runs, run proposal and generate loss summaries.
3. Establish and communicate schedules.
4. Open, distribute, scan and route mail.
5. Order office supplies (if applicable).
6. Show proficiency in utilizing resources and software to generate reports and/or other requested information.
7. Invoice premiums related to clients.
8. Complete routinely daily, weekly, and monthly reports, as assigned.
9. Research and resolve policy discrepancies.
10. Monitor real-time call arrival patterns to ensure satisfactory service levels.
11. Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
12. Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
13. Maintain production goals for completing work, while maintaining high quality.
14. Support service and production team in reaching overall agency revenue and retention goals.
15. Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
16. Perform other duties, as assigned.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 graduate or equivalent
2. Strong organizational skills
3. Demonstrated proficiency in basic computer applications such as Microsoft Office software products