Truist Team Support - McGriff Insurance Services in Birmingham, Alabama
Req ID: R0037329
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Provide superior customer service to medium and large commercial accounts by assisting the Account Service Representatives.
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.
Handle all daily servicing needs of the client including, but not limited to:
- Account Service:
Handles requests from clients and carriers for policy changes, certificates, invoicing, underwriting information.
Establish and maintain a good business relationship with both clients and company personnel; work with Account Service Representatives to resolve any issues.
Obtain new/renewal information from the clients and carriers.
Assist in preparation and review of applications for submission to carriers.
Prepare and issue binders, certificates, invoices, etc. on new and renewal business.
Basic office duties such as faxing, filing, copying documents.
Required Skills and Competencies:
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.
Organized, detail oriented, persuasive and quality focused
Excellent computer skills
Strong communication skills, verbal and written
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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