1 Client Service Specialist - Surety - McGriff Insurance Job in Durham, NC
McGriff is Hiring a Client Service Specialist - Surety - McGriff Insurance Near Durham, NC
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:Job Summary: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.
Work Location:The employee will be going into the Durham Office (4309 Emperor Blvd., Durham, NC 27703)
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.
- Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
- Obtain necessary information to prepare and issue bid bonds, final bonds, good guy letters, letters of intent, consents, execution reports and countersignatures on new and existing business.
- Proof bond forms, process riders, complete reporting forms, and initiate needed corrections to insure accuracy and completion of rating, dates, coverage, signatures.
- 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.
- 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.
- 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
- Commercial insurance license or ability to obtain one within 3 months of hire
- Surety industry specific experience including knowledge of bid and final bond forms, contract language, and the principals of suretyship gained through job and experience and training
- LOB designations
- College or advanced degree
- MS Office knowledge and experience (MS Word, Excel, PowerPoint, and Outlook)
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 Law Pay Transparency Nondiscrimination Provision E-Verify
Job Summary
Full Time
Insurance
$48k-63k (estimate)
06/21/2024
07/19/2024
mcgriff.com
LOUISVILLE, KY
1,000 - 3,000
1922
DAVID BROWN
$500M - $1B
Insurance
Related Companies
About McGriff
For more than a century, McGriff has provided highly customized insurance, risk management and employee benefit solutions for organizations of all sizes. We're a subsidiary of Truist Insurance Holdings, Inc., the sixth largest insurance broker in the United States and seventh largest in the world. Truist Insurance Holdings is owned by Truist Bank, one of the nation's largest and best managed financial institutions. Our experienced insurance, risk management and employee benefit professionals develop highly tailored services and deliver them based on a proprietary and proactive approach we call... Client Focused Risk Solutions. McGriff partners with the top insurance companies in the nation to provide highly consultative risk management and insurance solutions for businesses of all sizes as well as for personal insurance needs. Our coverages include commercial property and casualty, small business, employee benefits, management liability, personal lines and more. We operate more than 120 agencies in Alabama, Arkansas, California, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia. We also have a vast global reach extending into more than 120 countries. It all adds up to global size, regional focus and local service. The guiding principle of our organization is Client First. Simply put, this principle drives everything we do and how we operate. The passion of our teammates is one of the first things clients recognize in working with McGriff. At McGriff, we combine our consultative approach with a clear understanding of how and when to deploy our vast international resources, meaning we listen, understand and execute with precision. Were passionate and relentless about making our clients successful as we protect their assets and secure their future.
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