Client Services Specialist II

Client Services Specialist II

Towne Insurance is hiring a Client Services Specialist. The Client Services Specialist serves the Towne Benefits Sales Team and their clients by ensuring that the sales and renewal processes are moving efficiently; creating new business and renewal proposals; providing excellent client service via telephone, email and in person interactions to answer questions and resolve issues.

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

• Support team efforts in account growth, management, and retention.
• Provide proactive, timely, and quality personalized support to clients.
• Proactively assist in new account and renewal processes to ensure that enrollment materials meet client expectations.
• Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing business.
• Prepare and present renewal benefit information for group open enrollment meetings.
• On behalf of clients, submit applications, client changes, and new product enrollment forms to the carriers and follow up to ensure enrollment process completion.
• Assist clients with claims, billing, and other daily inquiries.
• Order and prepare renewal information packets for employee benefit meetings.
• Maintain accurate and timely client benefit information and record all interactions with clients. Continually strive to improve 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 the appropriate broker or client service specialist.
• Maintain up-to-date knowledge of Microsoft software (including Outlook, CRM, Excel, Word, Access, PowerPoint) and other industry-specific software (Adobe, DocuSign, Canva, Constant Contact), as well as fax, copier, scanner, and printers.
• Maintain a courteous and professional relationship with clients, carriers, and team members.
• Create PowerPoint and Brainshark presentations for open enrollment and client meetings.
• Additional duties as assigned.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).

Skills and experience you'll need :

Bonus points if you have :

What we offer :

Serving Others. Enriching Lives.

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.