Towne Benefits Client Service Specialist
Company: Towne Bank
Location: Virginia Beach
Posted on: June 10, 2021
The office location will be 3 Commercial Place in downtown
- 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
- Assist clients with claims, billing and other daily
- Order and prepare renewal information packets for employee
- Maintain accurate client benefit information in CRM and record
all interaction with clients. Continually strive to improve CRM and
automate processes through the development of workflows.
- Assist brokers and other client service specialists as
- Answer and route inbound calls; respond to client inquiries or
refer them to appropriate broker or client service specialist.
- Maintain up to date Microsoft software knowledge (including
Outlook, CRM, Excel, Word, Access, Power Point), other
industry-specific software and fax, copier, scanner and
- Maintain a courteous and professional relationship with
clients, carriers and team members.
- Create PowerPoint presentations for open enrollment and client
- Other duties as assigned
Minimum Required Skills and Competencies:
- Excellent multi-tasking and organizational abilities & high
attention to detail.
- Consistently pleasant and receptive phone manner and personal
- Responsive engagement with clients, carrier representatives,
Towne Benefits and TowneBank team members.
- Ability to concisely investigate, interpret and resolve client
and carrier questions, disputes or complications, with minimal
- Strong computer skills including Microsoft CRM, Word, Excel,
Outlook and PowerPoint.
- Extensive knowledge of carrier products and services
- Must have active Virginia Life and Health License or be willing
to obtain within 6 months of hire.
Keywords: Towne Bank, Virginia Beach , Towne Benefits Client Service Specialist, Other , Virginia Beach, Virginia
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