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Job Title: Client Service Leader - McGriff (P&C Insurance)
Company Name: Truist Financial
Location: Greensboro, NC United States
Position Type: Full Time
Post Date: 06/15/2024
Expire Date: 07/15/2024
Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description
Client Service Leader - McGriff (P&C Insurance)

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:

Direct and manage Client Service Specialists and Service Associates in the McGriff Client Center. Monitor work flow and adjust staff duties and responsibilities, as needed, to assure quality and timely phone and non-phone service response.

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. Assist Client Service Manager in meeting income and expense planning.
2. Develop cross-sell programs for accounts handled in McGriff Client Center.
3. Supervise associates within assigned team on topics to include cross-sell, retention, and production.
4. Monitor Internal-Controls Report for the Client Center as required by Administration and Audit Departments to assure proper procedures and eliminate Errors & Omissions (E&O) exposures.
5. Perform annual and semi-annual reviews for staff members and make recommendations for performance ratings, salary changes, promotions, terminations, and staffing.
6. Review all expiration and monthly reports and be responsible for their completion.
7. Arrange vacation schedules, training days, etc., to be sure adequate staffing, at all times.
8. Perform quality review on a monthly basis. Identify any emerging trends and seek training solutions.
9. Coach teammates on a monthly basis.
10. Handle customer service escalations to identify the issue, resolution, and if systemic, method to prevent in the future.
11. Effectively market insurance risks by maintaining contacts within the insurance industry so as to remain aware of trends, regulations, special programs, product lines and pricing policies.
12. Deliver timely, continuing advice and professional counsel to insureds through verbal and written communications.
13. Maintain sound, efficient procedures to coordinate work assignments, provide timely services, and meet internal operating standards, within business unit.
14. Perform real-time monitoring of in-bound phone lines to ensure adequate coverage and optimal customer experience. Reach out to Client Service Specialists to assist, when coverage is required.

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. Four years of agency industry experience
3. Organized with strong ability to prioritize
4. Demonstrated ability to supervise personnel
5. Appropriate insurance license
6. Demonstrated proficiency of basic computer applications, such as Microsoft Office products
7. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Knowledge of and/or ability to learn Insurance Service's automation systems

General Description of Available Benefits for Eligible Employees of TIH:
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 TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 TIHs generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.

TIH Insurance Holdings, LP (TIH) 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. TIH is a Drug Free Workplace.

EEO is the LawPay Transparency Nondiscrimination Provision E-Verify

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Company Name: Truist Financial
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