Client Service Specialist

About the role

Towne Insurance is hiring a Client Service Specialist to join their Richmond team. The role serves the Towne Benefits sales team and their clients by ensuring efficient sales and renewal processes, creating proposals, and providing excellent service.

Responsibilities

• Create Excel spreadsheets and assemble administrative and compliance requirements for clients.
• Submit applications, client changes, and new product enrollment forms to carriers on behalf of clients and follow up to ensure process completion.
• Order and prepare renewal information packets for employee benefit meetings.
• Maintain accurate client benefit information in CRM and record all client interactions.
• Automate processes through the development of workflows.
• Aid 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 office equipment.
• Maintain a courteous and professional relationship with clients, carriers, and team members.
• Create PowerPoint presentations for open enrollment and client meetings.
• Perform other duties as assigned.

Requirements

• Current life and health license or willingness to earn one within six months of hire.
• 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.

Skills and Experience

• Extensive knowledge of carrier products and services.
• Experience with EPIC system.
• Strong problem-solving skills and ability to concisely investigate, interpret, and resolve client and carrier questions, disputes, or complications with minimal supervision.

Bonus Points

If you have relevant experience, it will be a plus.

What We Offer

• 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.

What We Believe

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:

• Serving Others.
• Enriching Lives.

Our Culture

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.