- Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
- Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
- 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.
- Address and resolve client questions and issues.
- 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.
- 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.
- Level of position will be based primarily upon the individual's level of experience and production capacity to service a midsize or large book of business.
- High school diploma or equivalent
- Demonstrated proficiency in computer applications such as Microsoft Office Suite, extremely strong Excel skills.
- 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.
- Currently licensed
- College or advanced degree
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Client Service Specialist - Dallas, United States - Crump Life Insurance Svcs Inc
Description
Client Service Specialist (Employee Benefits) - McGriff Ins page is loadedClient Service Specialist (Employee Benefits) - McGriff Ins
Apply
locations
Addison TX Spectrum Drive
Dallas, TX
Arlington, TX
time type
Full time
posted on
Posted 8 Days Ago
job requisition id
R
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:
Regular
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. Work as a supportive member of the sales and service teams. This person will be part of our Employee Benefits team.
Specifically, we are seeking candidates that are currently licensed or have a strong understanding and experience working with Employee Benefits.
This is a hybrid working opportunity which will require a flexible work schedule, 3 days in the office per 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.
QUALIFICATIONS
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.
Preferred Qualifications:
years of employee benefits experience, benefits administration, etc.
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
When it comes to protecting what matters most in business and everyday life, we believe our clients should never settle for less than the best.
For more than a century, we've relied on expertise, resources, and relationships to deliver insurance, risk management and employee benefit solutions focused on our clients' priorities and what they value most.
Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles:Integrity:
We do what we say, every time.
Determination:
We relentlessly pursue success on your behalf.
Passion:
We are specialists in our field driven to serve you.
Collaboration:
We build strong relationships with teammates, partners, and you to create the best solutions.
The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path.
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