Client Service Specialist (Hybrid)

Towne Insurance Has a Culture That:

• Has been providing insurance and risk management services for more than 90 years. Our commitment to exquisite service for our clients leads to opportunities, celebrations of success, bright futures for our dedicated insurance professionals, thriving partnerships with the nation’s top carriers, and a leadership role for our agency in the marketplace.
• Emphasizes community commitment and supports a tradition of philanthropy.  We think globally but act locally, with strong ties to the communities we serve.  Throughout our growth, we’ve never lost sight of our true mission–to be a community asset by serving others and enriching lives.

Essential Responsibilities:

• Order and prepare renewal information packets for employee benefit meetings.
• Assist clients with claims, policy information and other daily inquiries.
• Answer and route inbound calls, respond to client inquiries or refer them to appropriate Benefit Advisor or Client Service Specialist.
• Assist Benefit Advisors and other Client Service Specialists as needed.
• Maintain a courteous and professional relationship with clients, carriers and team members. 
• Create PowerPoint and Flyers presentations for open enrollment and client meetings.
• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).
• Prepare and present renewal benefit information in group open enrollment meetings
• Other duties as assigned

Required Skills:

• Responsive engagement with clients, carrier representatives, TFA Benefits and TowneBank team members.
• Ability to concisely investigate, interpret and resolve client and carrier questions, disputes, or complications, with minimal supervision.
• Strong computer skills including Microsoft CRM, Word, Excel, Outlook, Power Point, Publisher.

• Excellent multi-tasking and organizational abilities & high attention to detail.

• Ability to concisely investigate, interpret and resolve client and carrier questions, disputes, or complications, with minimal supervision.

Desired But Not Required:

• Active Virginia Life and Health License