Truist Client Service Specialist - Administrative 

United States, Oregon, Portland 

87383236

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.