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Client Service Specialist

4 months ago

Houston, United States Truist Bank Full time

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**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 in our Construction department.

**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.

**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. Assignment based primarily upon the individual's mínimal level of experience and production capacity to service a midsize book of business
2. High school diploma or equivalent
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. Five years of industry specific experience
2. LOB designations
3. College or advanced degree

**General Description of Available Benefits for Eligible Employees of TIH**:
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 TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 TIH’s generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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 completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the _**_news release_**_ for details._**

**_
TIH Insurance Holdings, LP (TIH) supports a diverse workforce and is an