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Towne Insurance · 3 hours ago

Account Manager - Life & Health

Raleigh, NC

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. They are hiring an Account Manager Life/Health to provide professional service to new and existing clients, assist in managing an employee benefits book of business, and support account retention and growth efforts.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Assist Benefits Consultant in managing an employee benefits book of business

Support all efforts of account retention and growth of existing book of business

Provide proactive, timely, and quality personalized support to clients

Serve as the primary point of contact with carriers and clients

Process and manage new business, client renewals, and negotiations with carriers

Participate in and/or conduct open enrollment and client meetings as the Benefits Consultant directs

Create communications for clients regarding renewals, open enrollment, changes, issue resolution, etc

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

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

Assist clients with claims, billing, and other daily inquiries

Maintain accurate and timely client benefit information in a proprietary database (EPIC) and record all client interactions

Assist Benefits Consultants and other team members as needed

Answer and route inbound calls

Share knowledge of employee benefits, compliance, and the industry with clients and team members

Maintain current Microsoft software knowledge (including Outlook, CRM, Excel, Word, Access, PowerPoint) and other industry-specific software as necessary

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

Assist Benefits Consultant in scheduling appointments

Keep life and health license current and increase knowledge of employee benefits by attending or participating in continuing education classes

Attend in-office meetings as necessary

Obey all applicable federal laws and rules, including HIPAA, AML, and BSA

Other duties as assigned

Qualification

LifeHealth licenseEmployee benefits knowledgeEPIC system experienceMicrosoft CRMCommunication skillsMulti-tasking skillsPublic speakingInterpersonal skillsProblem-solving skills

Required

Active life and health license (or willingness to earn one within six months of hire)

Prior client service experience

Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access

Excellent written and verbal communication skills

Strong interpersonal skills and ability to develop and foster relationships with clients, insurance carriers, and team members

Strong multi-tasking and prioritization skills and ability to work in a fast-paced environment while taking accountability for work

Preferred

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

Experienced in EPIC system

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

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

Strong problem-solving skills and ability to concisely investigate, interpret, and resolve client and carrier questions, disputes, or complications with minimal supervision

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