Towne Insurance · 10 hours ago
Client Service Specialist
Glen Allen, VA
Full-time
Onsite
New Grad, Entry LevelTowne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. They are hiring a Client Service Specialist to support the sales team and clients by managing sales processes, creating proposals, and providing excellent customer service through various communication channels.
Employee BenefitsFinancial ServicesInsuranceRisk Management
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
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
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Doug Russell
President & Chief Executive Officer
Boyd Griffin
Chief Financial Officer
Recent News
Business Journals
2022-11-24
Business Journals
2022-11-22
The Virginian-Pilot
2022-09-11
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