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Towne Benefits Client Service Specialist

Company: TowneBank
Location: Raleigh
Posted on: June 12, 2021

Job Description:

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 assignedMinimum 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 servicesMust have active North Carolina Life and Health License or be willing to obtain within 6 months of hire.#benefits Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: TowneBank, Raleigh , Towne Benefits Client Service Specialist, Other , Raleigh, North Carolina

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