Client Service Specialist

About the role

The Client Service Specialist serves the Towne Benefits sales team and their clients by ensuring efficient sales and renewal processes, creating proposals, and providing excellent service via various channels.

Responsibilities

• Create Excel spreadsheets and assemble administrative and compliance requirements for clients.
• Submit applications, client changes, and new product enrollment forms to carriers 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 document all client interactions.
• Improve CRM and automate processes through workflow development.
• Aid brokers and other client service specialists as needed.
• Answer and route inbound calls; respond to client inquiries or refer them to the appropriate team member.
• Maintain up-to-date software knowledge and perform tasks such as using Microsoft Office, faxing, scanning, and printing.
• 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.

Skills and Experience

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

Bonus Points

(Not applicable)

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.
• Tuition Reimbursement.
• Paid Training Opportunities.
• Paid Parental Leave.
• Wellness Plan.
• Volunteer Opportunities.