Apply on Employer Site

Towne Insurance · 2 weeks ago

Client Services Specialist II

Norfolk, VA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Client Services Specialist serves the Towne Benefits Sales Team and their clients by ensuring efficient sales and renewal processes, providing excellent client service, and assisting with various administrative tasks.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Support team efforts in account growth, management, and retention

Provide proactive, timely, and quality personalized support to clients

Proactively assist in new account and renewal processes to ensure that enrollment materials meet client expectations

Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing business

Prepare and present renewal benefit information for group open enrollment meetings

On behalf of clients, submit applications, client changes, and new product enrollment forms to the carriers and follow up to ensure enrollment process completion

Assist clients with claims, billing, and other daily inquiries

Order and prepare renewal information packets for employee benefit meetings

Maintain accurate and timely client benefit information and record all interactions with clients

Continually strive to improve and automate processes through the development of workflows

Assist brokers and other client service specialists as needed

Answer and route inbound calls, respond to client inquiries, or refer them to the appropriate broker or client service specialist

Maintain up-to-date knowledge of Microsoft software (including Outlook, CRM, Excel, Word, Access, PowerPoint) and other industry-specific software (Adobe, DocuSign, Canva, Constant Contact), as well as fax, copier, scanner, and printers

Maintain a courteous and professional relationship with clients, carriers, and team members

Create PowerPoint and Brainshark presentations for open enrollment and client meetings

Additional duties as assigned

Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)

Qualification

Virginia Life & Health LicenseMicrosoft SuiteAnalytical skillsProblem-solving skillsMulti-taskingClient supportPublic speakingVerbal communicationWritten communicationProject managementTeamwork

Required

Must have an active Virginia Life & Health License

Strong analytical and problem-solving skills

Excellent verbal and written communication abilities

Excellent multi-tasking and project management organizational abilities with high attention to detail

Consistently pleasant and receptive phone manner and personal interaction

Responsive engagement with clients, carrier representatives, Towne Benefits and TowneBank team members

Practice client support with a high level of professionalism and integrity

Ability to work independently and as part of a team

Strong technical experience with Microsoft Suite (Word, Excel, Outlook, PowerPoint)

Preferred

2-3 years of experience in the employee benefits or related industry preferred

Bachelor's degree preferred in business, finance, accounting, or computer science

Comfortable with public speaking, presenting to clients, and conducting in-person meetings

Benefits

Excellent growth and advancement opportunities

Competitive pay based on experience

Health, vision, dental, and Employee Assistance Program

Paid time off to include holidays, PTO, sick leave, and bereavement

Profit Sharing

Continuing education opportunities

401K & Employer Matching

Employee discounts

Identity theft protection

Tuition Reimbursement

Paid Training Opportunities

Paid Parental Leave

Wellness Plan

Volunteer Opportunities

Company

Towne Insurance

Towne Insurance is a premier independent insurance agency that provides solutions for businesses, individuals, and community organizations. It is a sub-organization of TowneBank.

Founded in 2001

Norfolk, Virginia, USA

201-500 employees