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Truist Client Service Leader - McGriff (P&C Insurance) in Greensboro, North Carolina

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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:

Direct and manage Client Service Specialists and Service Associates in the McGriff Client Center. Monitor work flow and adjust staff duties and responsibilities, as needed, to assure quality and timely phone and non-phone service response.


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. Assist Client Service Manager in meeting income and expense planning.

  2. Develop cross-sell programs for accounts handled in McGriff Client Center.

  3. Supervise associates within assigned team on topics to include cross-sell, retention, and production.

  4. Monitor Internal-Controls Report for the Client Center as required by Administration and Audit Departments to assure proper procedures and eliminate Errors & Omissions (E&O) exposures.

  5. Perform annual and semi-annual reviews for staff members and make recommendations for performance ratings, salary changes, promotions, terminations, and staffing.

  6. Review all expiration and monthly reports and be responsible for their completion.

  7. Arrange vacation schedules, training days, etc., to be sure adequate staffing, at all times.

  8. Perform quality review on a monthly basis. Identify any emerging trends and seek training solutions.

  9. Coach teammates on a monthly basis.

  10. Handle customer service escalations to identify the issue, resolution, and if systemic, method to prevent in the future.

  11. Effectively market insurance risks by maintaining contacts within the insurance industry so as to remain aware of trends, regulations, special programs, product lines and pricing policies.

  12. Deliver timely, continuing advice and professional counsel to insureds through verbal and written communications.

  13. Maintain sound, efficient procedures to coordinate work assignments, provide timely services, and meet internal operating standards, within business unit.

  14. Perform real-time monitoring of in-bound phone lines to ensure adequate coverage and optimal customer experience. Reach out to Client Service Specialists to assist, when coverage is required.


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 graduate or equivalent

  2. Four years of agency industry experience

  3. Organized with strong ability to prioritize

  4. Demonstrated ability to supervise personnel

  5. Appropriate insurance license

  6. Demonstrated proficiency of basic computer applications, such as Microsoft Office products

  7. Ability to travel, occasionally overnight

Preferred Qualifications:

  1. Knowledge of and/or ability to learn Insurance Service's automation systems

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.

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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