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Truist Client Service Specialist - P&C Insurance (In-office Greensboro or Raleigh) in Raleigh, 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:

Partner with both the Sales Center and Remarketing areas to ensure quality service is delivered at a support level. Remain knowledgeable of coverages and manage the expectation of the client (both internal and external). Maintain rapport with clients, company underwriters, and develop/grow existing accounts. Work collegially as a supportive member of the production team for the benefit of the clients. Maintain open, effective communication and timely follow-up.

Job Description

**In-office position for first 12 months, then potential for hybrid schedule

**Starting salary is based on experience

**Shifts: 9:15a – 6:15p or 10:15a – 7:15p

**Must obtain P&C License (McGriff will train and fund, teammates will be given two attempts to pass the state licensing exam)


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 resolution, whenever possible.

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

  3. Document customer contact completely within client management system.

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

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

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

  7. Invoice premiums and assist with follow-up on accounts receivables issues according to McGriff procedures.

  8. Retain knowledge of both carrier and industry updates.

  9. Take first notice of loss for claims, when applicable, i.e. catastrophic events.

  10. Support overall agency revenue and retention goals.


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. State issued licenses or reasonable time allowed to attain

  3. Strong organizational skills

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

Preferred Qualifications:

  1. Advanced degree

  2. 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.

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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