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. Take ownership and accountability to address and resolve client questions and issues, working toward a first call resolution, whenever possible.

2. Identify any coverage gaps and offer client solutions. Maintain proper documentation on coverages and exceptions.

3. Document customer contact completely within client management system.

4. Ensure all business results (quality, production, and time service) meet standards.

5. Process new and renewal business changes, including updating and maintaining information using computer automation.

6. Maintain daily client management functions in system applications, as required.

7. Invoice premiums and assist with follow-up on accounts receivables issues according to McGriff procedures.

8. Retain knowledge of both carrier and industry updates.

10. Support overall agency revenue and retention goals.

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. High School diploma or equivalent work experience

2. State issued licenses or reasonable time allowed to attain

3. Strong organizational skills

4. Strong communication and interpersonal skills (written and verbal)

Preferred Qualifications :

1. Advanced degree

2. Certification in field of endeavor

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 : 2024-04-24