Job Type: Full time
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:RegularLanguage Fluency:  English (Required)Work Shift:1st shift (United States of America)Please review the following job description:As a member of the Retail HSA product servicing team, this role would provide support to clients and internal customers relevant to product education, troubleshooting issues relevant to servicing issues, and service desk responses to clients relevant to product utilization.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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. Work independently on daily job duties and projects.2. Take ownership and accountability to address and resolve client questions and issues, working toward a first call, first email or letter resolution, whenever possible.3. Responsible for the timeliness and quality review of work performed by staff, including audit compliance, proper offsite backup procedures, and monitoring system efficiency.4. Provide support and accountability in maintaining and advancing service function assigned maintaining customer satisfaction.5. Responsible for adhering to uniform procedures and processes to assure the highest quality product experience. Bring forward suggestions for organizational improvement.6. Document customer contact completely within client management system.7. Ensure all business results (quality, production, and time service) meet standards.8. Maintain daily client management functions in system applications, as required.9. Keep abreast of system functionality, Internal Revenue Service (IRS) regulations and pronouncements, industry related regulations as it pertains to Health Insurance Portability and Accountability Act (HIPAA)), §125, §132, HSAs and COBRA as appropriate.10. Collaborate with Product Manager and Compliance Officers to acquire expertise in legislative changes.11. Provide mentoring and training to Teammates to ensure effective servicing.12. Support overall MEBS revenue and retention goals.13. Other responsibilities as assigned.QUALIFICATIONSRequired 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 diploma or equivalent work experience2. Strong organizational skills3. Strong communication and interpersonal skills (written and verbal)4. Maintain an enthusiastic, positive attitude at all times5. Able to utilize Office Suite applications (Word, Excel, Outlook) and AdobePreferred Qualifications:1. Advanced degree2. Certification in field of endeavor3. Call Center experience as appropriate4. Benefits experience as appropriateGeneral Description of Available Benefits for Eligible Employees of 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.This position is part of TIH.Truist Financial Corporation has reached an agreement to sell its remaining stake in Truist Insurance Holdings (TIH).  As a result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). Refer to the news release for details.All insurance positions within TIH will have “TIH” noted in the job posting to indicate they are not part of Truist. 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