TowneBank · 19 hours ago
Client Service Specialist
Glen Allen, Virginia, United States
Full-time
Hybrid
New Grad, Entry LevelTowne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Client Service Specialist is responsible for supporting the sales team and clients by managing sales and renewal processes, creating proposals, and providing excellent service through various communication channels.
Banking
Responsibilities
Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing 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
Order and prepare renewal information packets for employee benefit meetings
Maintain accurate client benefit information in CRM and record all client interactions. Continually strive to improve CRM 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 Microsoft software knowledge (including Outlook, CRM, Excel, Word, Access, and PowerPoint), other industry-specific software, and fax, copier, scanner, and printers
Maintain a courteous and professional relationship with clients, carriers, and team members
Create PowerPoint presentations for open enrollment and client meetings
Other duties as assigned
Qualification
Required
Current life and health license or willingness to earn one within six months of hire is required
Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access
Excellent written and verbal communication skills
Strong attention to detail
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
Extensive knowledge of carrier products and services
Experienced in EPIC system
Strong problem-solving skills and ability to concisely investigate, interpret, and resolve client and carrier questions, disputes, or complications with minimal supervision
Benefits
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
TowneBank
TowneBank is a bank that offers various financial services to individuals and businesses.
Founded in 1999
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2000-01-14IPO
Leadership Team
William I. Foster III
President & Chief Executive Officer
Lee Clark
Chief Operating Officer
Recent News
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