Client Service Representative

5 days ago

St Petersburg FL USA, United States Truist Full time

About the Role:

We are seeking a highly skilled and motivated Client Service Representative to join our team at Truist. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.

Key Responsibilities:

  • Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in our client management system.
  • Analyze client needs through research, determining appropriate course of action recognizing potential problems and elevating as appropriate.
  • Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
  • Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
  • Demonstrate positive, motivated behavior providing support and seeking guidance through teamwork and communication.
  • May be asked to lead a team of client service representatives as a mentor, guide and/or trainer based on office needs and teammate requirements.
  • Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
  • Support service and production team in reaching overall agency revenue and retention goals.
  • Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
  • Assist with all aspects of marketing, as needed.
  • Assist clients with direction or implementation of all appropriate internal resources.
  • Take, report and monitor claims (if applicable).
  • Document member and client communications in our client management services tool according to department standards.
  • Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
  • Assist clients with claims resolution.
  • Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
  • Other duties and responsibilities assigned by management.

Requirements:

  • High school diploma or equivalent.
  • Demonstrated proficiency in computer applications such as Microsoft Office Suite.
  • Demonstrate strong organizational and project skills.
  • Strong communication and interpersonal skills (written and verbal).
  • Act with responsiveness, urgency and professionalism in all matters.
  • Prioritize work to achieve timely completion of the most critical and sensitive activities.
  • Respond quickly to client requests and work to provide appropriate information.
  • Accept accountability for the quality of work.

Preferred Qualifications:

  • Life and Health Insurance License.
  • Five years of industry-specific experience.
  • LOB designations.

About Truist:

Truist is a diverse workforce and 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. Truist is a Drug Free Workplace.

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