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Truist Client Service Specialist (Employee Benefits) - McGriff Insurance in Arlington, Texas

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Regular or Temporary:


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. This person will be part of our Employee Benefits team.

Specifically, we are seeking candidates that are currently licensed or have a strong understanding and experience working with Employee Benefits. The ideal candidate will have a minimum of 3-5 years of experience working on mid to large market accounts. Please apply or inquire for further details. We will consider candidates with various amounts of EB experience as we have the ability to hire at various levels, based on experience.

This is a hybrid working opportunity which will require a flexible work schedule, 3 days in the office per week.


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. Level of position will be based primarily upon the individual's level of experience and production capacity to service a midsize or large book of business.

  2. High school diploma or equivalent

  3. Demonstrated proficiency in computer applications such as Microsoft Office Suite, extremely strong Excel skills.

  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. 3-5+ years of employee benefits experience, benefits administration, etc.

  2. Currently licensed

  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. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also 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 reached an agreement to sell its remaining stake in Truist Insurance Holdings (TIH). As a result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). Refer to the news release

for details.

All insurance positions within TIH will have “TIH” noted in the job posting to indicate they are not part of Truist.

McGriff Insurance Services supports a diverse workforce and is 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. McGriff Insurance Services is a Drug Free Workplace.

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