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Towne Benefits Client Service Specialist

Company: Towne Bank
Location: Virginia Beach
Posted on: June 10, 2021

Job Description:

The office location will be 3 Commercial Place in downtown Norfolk.

Essential 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 interaction with clients. 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 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 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

Minimum Required Skills and Competencies:

  • Excellent multi-tasking and organizational abilities & high attention to detail.
  • Consistently pleasant and receptive phone manner and personal interaction.
  • 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 supervision.
  • 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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