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

2. High school diploma or equivalent

3. Demonstrated proficiency in computer applications such as Microsoft Office Suite

4. Demonstrate strong organizational and project skills

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 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.

Last updated : 2024-05-16