Insurance Commercial Service Representative (CSR) - Truist

**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? (https://www.brainshark.com/bbandt/careers-site-faq) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ _Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(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:** ****Remote Opportunity in Oregon**** **Summary:** McGriff Insurance Services, LLC is a national leader in the insurance consulting industry. We are looking for an entry-level Team Support/Client Service Representative for our Public Entity Insurance Pool group in our Lake Oswego, Oregon office. The ideal candidate should have a Bachelor's degree and be eager to work and possess a combination of refined writing and communication skills, business acumen, mathematic skills, and proficiency in office software. **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. **Entry-Level Administrative Support Position Summary:** Work with a team of fifteen (15), in an office of 45, to achieve efficient and effective communication, and provide outstanding client support to members and prospects of a property and casualty insurance program administered by McGriff. **Duties Include but Are Not Limited To:** **Database Maintenance (30%)** - Administration of a proprietary database - Assist in maintaining membership database, mailing lists, and other information - Run reports and furnish them to appropriate parties, as needed **Document Control (30%)** - Assist in peer review quality control process of client correspondence - Track agreements/contracts and follow-up as appropriate - Maintenance and distribution of policy information to clients - Assist with electronic renewals **Team Underwriting Support (40%)** - Assist in processing endorsements for exposure changes and coverage line changes in database - Assist in preparing new and renewal coverage comparison proposals - Assist with renewal coverage and deductible options - Enter underwriting information, suspense and follow-up - Process cancellation notices for member non-payments - Issue Auto ID Cards, Certificates and Evidence of Coverage documents as requested - File and maintain electronic records - Compile experience rating worksheets - Copying, scanning, sorting, assembling and mailing of documents as needed - Assist with special projects as needed - Other duties as assigned **Preferred Qualifications:** + Bachelor's degree or equivalent work experience + Ability to take initiatives and transform ideas and projects into specific workflows + Demonstrated success prioritizing work and multi-task skills in a fast-paced environment + Strong communication skills to promptly respond to internal and external requests + Must pass required state insurance licensing exam within 3 months + Continuing education to obtain professional designations to advance career **What You Get:** + Remote work available; we currently work from home and occasionally return to office for special projects + Employer-sponsored continuing education to pursue industry license and designations + Solid benefits package including medical, dental, vision, disability, and life insurance with robust wellness programs + Two weeks of paid vacation, eleven paid holidays including a floating holiday, a mental wellness day, and opportunity for time off for community service + Up to 4% 401k match at 100% after one year anniversary + Eligible for annual bonus **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 TIH's generous benefit plans, please visit our Benefits site (https://benefits.tihinsurance.com/) . 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 (https://media.truist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioning)_** **_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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)