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Towne Insurance · 9 hours ago

Benefits Technology Service Project Specialist

Norfolk, VA

Full-time

Onsite

New Grad, Entry Level

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Benefits Technology Service Project Specialist assists the Benefits technology team in maintaining the integrity of the Agency Bloc system and aids with various projects and deliverables as requested.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Ensure the integrity of the data in EDGE/Agency Bloc and EPIC

Perform on-going database maintenance related to plans, providers, their varied benefit lines, and respective forms

Assist with projects to review and clean-up data in EDGE/Agency Bloc and EPIC

Perform review of plan data and test rates as needed in EDGE and/or Agency Bloc

Complete the annual renewal of plan imports for BBCS of NC and update rates quarterly

Act as a liaison with the various benefit carriers for plans and rates as required

Act as a resource to Edge/Agency Bloc users in the creation and maintenance of client compliance, benefit, and online enrollment sites. Assist with testing and production efforts in preparation for releasing new functionality

Assist with the development and maintenance of policies/procedures related to the functionality of the Agency Bloc system

Continuously improve and develop professional standards, respect the confidentiality of the system information and data, use available resources exclusively for the company’s benefit, respect internal regulations and working procedures, and get involved in solving crises that may occur

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

Other duties as assigned

Qualification

EDGE/Agency BlocMicrosoft ExcelVirginia LifeHealth licenseEmployee benefits knowledgeCustomer service skillsMultitaskingOrganizational skillsTeamwork

Required

Ensure the integrity of the data in EDGE/Agency Bloc and EPIC

Perform on-going database maintenance related to plans, providers, their varied benefit lines, and respective forms

Assist with projects to review and clean-up data in EDGE/Agency Bloc and EPIC

Perform review of plan data and test rates as needed in EDGE and/or Agency Bloc

Complete the annual renewal of plan imports for BBCS of NC and update rates quarterly

Act as a liaison with the various benefit carriers for plans and rates as required

Act as a resource to Edge/Agency Bloc users in the creation and maintenance of client compliance, benefit, and online enrollment sites

Assist with testing and production efforts in preparation for releasing new functionality

Assist with the development and maintenance of policies/procedures related to the functionality of the Agency Bloc system

Continuously improve and develop professional standards, respect the confidentiality of the system information and data, use available resources exclusively for the company's benefit, respect internal regulations and working procedures, and get involved in solving crises that may occur

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

Strong organizational skills and high attention to detail

Able to multitask in a fast-paced environment to follow up and meet deadlines

Ability to work well as part of a team

Excellent customer service skills

Proficient with Microsoft Office (especially Excel)

Must be detail-oriented and exhibit task work proficiency with minimal supervision

Preferred

Previous working knowledge of EDGE/Agency Bloc

Possess or can obtain a Virginia Life and Health license

Knowledge and understanding of employee benefits

Exhibit a good aptitude for assessing situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem

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