Truist Account Assistant - P&C - Hybrid in Irvine, California
Req ID: R0070786
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Regular or Temporary:
Language Fluency: English (Required)
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. Provide and/or coordinate the delivery of products and services to the client, other client service team members, and Producers. This position will be working on Captive accounts.
*Hybrid Work Schedule - Must be able to work in our Irvine office 3 days/week.*
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.
Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
Analyze client needs through research, determining appropriate course of action recognizing potential problems and elevating as appropriate.
Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
Demonstrate positive, motivated behavior providing support and seeking guidance through teamwork and communication.
May be asked to lead a team of client service representatives as a mentor, guide and/or trainer based on office needs and teammate requirements.
Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
Support service and production team in reaching overall agency revenue and retention goals.
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
Assist with all aspects of marketing, as needed.
Assist clients with direction or implementation of all appropriate internal resources including, but not limited to RSG and McGriff Employee Benefit Solutions (MEBS).
Take, report and monitor claims (if applicable).
Document member and client communications in the client management services tool according to department standards.
Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
Assist clients with claims resolution
Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
Other duties and responsibilities assigned by management.
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.
Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
High school diploma or equivalent
Demonstrated proficiency in computer applications such as Microsoft Office Suite
Demonstrate strong organizational and project skills
Strong communication and interpersonal skills (written and verbal)
Act with responsiveness, urgency and professionalism in all matters
Prioritize work to achieve timely completion of the most critical and sensitive activities
Respond quickly to client requests and work to provide appropriate information
Accept accountability for the quality of work
3- years of industry-specific experience
College or advanced degree
The annual base salary for this position is $55,000 - $65,000 .
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 (https://benefits.truist.com/)
. 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.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)