Truist Jobs


Job Information

Truist Client Service Representative II - COBRA in Greenville, South Carolina

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

Need Help? (

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role differentiates from Client Service Representative I by an increased level of proficiency in client service and operational duties. The ability to accomplish many different tasks and work more independently with more intricate benefit service issues is expected. This role also serves as a resource and escalation point of contact for level I or less experienced teammates.


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, first email or letter resolution, whenever possible.

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

  3. Document customer contact completely within client management system.

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

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

  6. Keep abreast of system functionality, industry related regulations as it pertains to Health Insurance Portability and Accountability Act (HIPAA)), §125, §132, Health Saving Accounts (HSAs) and COBRA as appropriate.

  7. Teach clients plan specifics, the use of online tools and provide information to assist them in the future.

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

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

  10. Provide client reporting as appropriate including communications regarding service related issues.

  11. Audit to determine pertinent account issues and perform resolution.

  12. Coordinate the transfer of plan assets and participant account records.

  13. Provide cross-training and mentoring to Teammates.

  14. Bring forward suggestions for organizational improvement.

  15. Support overall MEBS revenue and retention goals.

  16. Other responsibilities as assigned.


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. Two years of call center experience

  3. Demonstrate strong organizational and project skills

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

  5. Act with responsiveness, urgency and professionalism in all matters

  6. Maintain an enthusiastic, positive attitude at all times

  7. Able to utilize Office Suite applications (Word, Excel, PowerPoint, Outlook) and Adobe

Preferred Qualifications:

  1. Advanced degree

  2. At least two years of Benefits experience

  3. 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. 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.

EEO is the Law (

Pay Transparency Nondiscrimination Provision (

E-Verify (