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Senior Client Service Specialist - Property & Casualty

Company: Truist
Location: Charleston
Posted on: November 20, 2022

Job Description:

Req ID: R0068609

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:

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.

**Hybrid Opportunity**


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.
  • 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.

    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.

  • Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
  • Licensed West Virginia P&C agent required
  • 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
    Preferred Qualifications:

  • Five years of industry-specific experience
  • LOB designations
  • College or advanced degree
  • Sagitta or AMS 360 policy management system experience
    Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

    EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

    - 2017 SunTrust Banks, Inc. All rights reserved.

    SunTrust is federally registered service marks of SunTrust Banks, Inc.

Keywords: Truist, Charleston , Senior Client Service Specialist - Property & Casualty, Other , Charleston, West Virginia

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