Client Service Specialist

4 days ago

Houston, Texas, United States Truist Full time
Job Description

About the Role

We are seeking a highly skilled and experienced Client Service Specialist to join our team at Truist. As a Client Service Specialist, you will be responsible for providing exceptional internal and external service support to our clients, vendors, and teammates.

Key Responsibilities

  • Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
  • Evaluate and escalate issues of increased complexity, according to department standards, to the applicable internal contact.
  • Provide clients with timely information, including plan information, rates, contributions, and carrier contacts.
  • Set up policy notebooks for delivery to clients; assemble proposals and other presentations for client and prospect meetings.
  • Address and resolve client questions and issues.
  • Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrate 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.
  • Take reports and monitor claims (if applicable).
  • Document member and client communications in the 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.

Requirements

  • Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business.
  • 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

  • Five years of industry-specific experience.
  • LOB designations.
  • College or advanced degree.

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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