Current jobs related to Client Service Specialist - Dallas - Truist Financial Corporation
-
Client Services Specialist
3 months ago
Dallas, United States PetData Inc Full timeJob DescriptionJob DescriptionSalary: $18-$20 per hourPosition: Client Services SpecialistJob Description: PetData is seeking a full-time Client Services Specialist. The Client Services Specialist works with the Chief Operations Officer to provide administrative and project management support to the company’s clients, as well as internal data analysis and...
-
Client Services Specialist
3 weeks ago
Dallas, United States PetData Inc Full timeJob DescriptionJob DescriptionSalary: $18-$20 per hourPosition: Client Services SpecialistJob Description: PetData is seeking a full-time Client Services Specialist. The Client Services Specialist works with the Chief Operations Officer to provide administrative and project management support, as well as internal data analysis and administration. PetData’s...
-
Client Relations Specialist
3 weeks ago
Dallas, Texas, United States Precision Door Service Full timeBecome a part of the Precision Door team, a leader in the garage door repair industry with a strong franchise background. At Precision, we are committed to nurturing our workforce, promoting long-term career paths, and fostering a collaborative work atmosphere. Our franchise owners recognize the complexities of contemporary family life and aim to provide...
-
Client Services Specialist
3 weeks ago
Dallas, Texas, United States Flourish Events Full timeJoin Our TeamAt Flourish Events, we are dedicated to enhancing the experiences of our clients. Our mission is to empower financial advisors to secure the financial futures of their clients through innovative solutions.Founded with a vision to transform the financial services landscape, we collaborate with independent Registered Investment Advisers (RIAs) to...
-
Client Service Specialist
4 weeks ago
Dallas, United States Feizy Import & Export Company Ltd Full timeJob DescriptionJob DescriptionCLIENT SERVICE SPECIALIST The Client Service Specialist will represent our brand to our interior design clients, internal sales representatives, omni-channel big box retailers and eCommerce accounts by sharing product knowledge, bringing a can-do and service mindset to every task. Our ultimate goal is to connect with and care...
-
Receptionist - Client Service Specialist
4 weeks ago
Dallas, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Receptionist - Client Service Specialist
4 months ago
Dallas, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Receptionist - Client Service Specialist
3 months ago
Dallas, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At Ruffit by CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at Ruffit by...
-
Receptionist - Client Service Specialist
3 months ago
Dallas, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Receptionist - Client Service Specialist
4 days ago
Dallas, United States CityVet Full timeHappy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...
-
Client Services Specialist
2 weeks ago
Dallas, Texas, United States NRG Energy Full timeAbout the RoleWe are seeking a highly skilled Client Services Specialist to join our team at NRG Energy. As a key member of our Client Services team, you will be responsible for managing a portfolio of high-value customers and brokers, providing exceptional personalized service and ensuring timely issue resolution.Key ResponsibilitiesCustomer Service: Serve...
-
Client Services Specialist
2 weeks ago
Dallas, United States Navia Benefit Solutions, Inc. Full timeThis position pays $21.63/Hr-$24/Hr About the CompanyNavia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and...
-
Receptionist - Client Service Specialist
5 months ago
Dallas, United States CityVet Full timeHappy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the Client Service, Receptionist, Specialist, Service, Client, Animal Care
-
Client Services Specialist
2 weeks ago
Dallas, United States Navia Benefit Solutions Full timeJob DescriptionJob DescriptionThis position pays $21.63/Hr-$24/Hr About the CompanyNavia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer...
-
Client Services Specialist
2 weeks ago
Dallas, United States Navia Benefit Solutions, Inc. Full timeThis position pays $21.63/Hr-$24/Hr About the Company Navia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and...
-
Receptionist - Client Service Specialist
4 months ago
Dallas, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Receptionist - Client Service Specialist
4 months ago
Dallas, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Client Service Specialist
5 days ago
Dallas, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled Client Service Specialist to join our team at BOK Financial. As a Client Service Specialist, you will play a critical role in providing exceptional service to our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesMaintain current client accounts, update registrations, and set up new...
-
Client Service Specialist
4 weeks ago
Dallas, United States COGENCY GLOBAL INC. Full time $45,000 - $55,000Job DescriptionJob DescriptionCogency Global Inc.THE RIGHT RESPONSEAT THE RIGHT TIMEEVERY TIMEClient Service SpecialistDallas, TXBenefits Offered:401K, Dental, Life, Medical, VisionEmployment Type:Full-TimeHours:9am – 5pmSalary: $45-55KWe are a nationwide corporate service/registered agent provider and have an excellent opportunity for a professional with...
-
Client Services Coordinator
3 weeks ago
Dallas, Texas, United States S&P Global Full timeRole Overview: The Client Support Specialist will be instrumental in ensuring the effective delivery of services, managing various functions to enhance client satisfaction. Key Responsibilities: - Oversee the implementation of consistent processes and tools to monitor service delivery effectively. - Take ownership of client support initiatives, ensuring...
Client Service Specialist
4 months ago
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. This person will be part of our Employee Benefits team.
Specifically, we are seeking candidates that are currently licensed or have a strong understanding and experience working with Employee Benefits. The ideal candidate will have a minimum of 3-5 years of experience working on mid to large market accounts. Please apply or inquire for further details. We will consider candidates with various amounts of EB experience as we have the ability to hire at various levels, based on experience.
This is a hybrid working opportunity which will require a flexible work schedule, 3 days in the office per week.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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. Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
2. Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
3. Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
4. Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
5. Address and resolve client questions and issues.
6. Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
7. Support service and production team in reaching overall agency revenue and retention goals.
8. Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
9. Assist with all aspects of marketing, as needed.
10. Take report and monitor claims (if applicable).
11. Document member and client communications in the client management services tool according to department standards.
12. Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
13. Assist clients with claims resolution.
14. Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
15. Other duties and responsibilities assigned by management.
QUALIFICATIONS
Required Qualifications:
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. Level of position will be based primarily upon the individual's level of experience and production capacity to service a midsize or large book of business.
2. High school diploma or equivalent
3. Demonstrated proficiency in computer applications such as Microsoft Office Suite, extremely strong Excel skills.
4. Demonstrate strong organizational and project skills
5. Strong communication and interpersonal skills (written and verbal)
6. Act with responsiveness, urgency and professionalism in all matters
7. Prioritize work to achieve timely completion of the most critical and sensitive activities
8. Respond quickly to client requests and work to provide appropriate information.
9. Accept accountability for the quality of work.
Preferred Qualifications:
1. 3-5+ years of employee benefits experience, benefits administration, etc.
2. Currently licensed
3. College or advanced degree
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
This position is part of TIH.
Truist Financial Corporation has reached an agreement to sell its remaining stake in Truist Insurance Holdings (TIH). As a result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). Refer to the news release for details.
All insurance positions within TIH will have "TIH" noted in the job posting to indicate they are not part of Truist.
McGriff Insurance Services supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. McGriff Insurance Services is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
