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Truist Service Rep - Employee Benefits (McGriff Insurance) in Houston, Texas

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.

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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:

Work collegially as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced.


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. Set up new prospects and complete customer data entry according to procedures.

  2. Process audits, order proposals and generate summaries.

  3. Establish and communicate schedules.

  4. Open, distribute, scan and route mail.

  5. Order office supplies (if applicable).

  6. Show proficiency in utilizing resources and software to generate reports and/or other requested information.

  7. Invoice premiums related to clients.

  8. Complete routinely daily, weekly, and monthly reports, as assigned.

  9. Research and resolve policy discrepancies.

  10. Monitor real-time call arrival patterns to ensure satisfactory service levels.

  11. Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.

  12. Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.

  13. Maintain production goals for completing work, while maintaining high quality.

  14. Support service and production team in reaching overall agency revenue and retention goals.

  15. Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.

  16. Perform other duties, 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 graduate or equivalent

  2. Strong organizational skills

  3. Demonstrated proficiency in basic computer applications such as Microsoft Office software products.


  1. Previous insurance experience.

  2. Familiarity or experience with employee benefits.

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.

Truist 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. Truist is a Drug Free Workplace.

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