Client Service Specialist
Hybrid · Glen Allen, Virginia, United States
Job Summary
Client Service Specialist at Towne Insurance in Richmond, VA. Responsibilities include preparing Excel spreadsheets and administrative/ compliance materials for new and renewing business, submitting applications and enrollment forms to carriers, assisting clients with claims and billing, preparing renewal information packets for employee benefits meetings, maintaining client benefit data in CRM, creating PowerPoint presentations for open enrollment and client meetings, and supporting brokers and other client service specialists. Requires current life and health license or willingness to earn within six months, strong CRM/Microsoft Office skills (CRM, Word, Excel, Outlook, PowerPoint, Publisher, Access), excellent communication, attention to detail, strong interpersonal skills, and ability to manage multiple tasks in a fast-paced environment. Hybrid, full-time role in Glen Allen, VA with regular client and carrier interactions.
Required Qualifications
- Current life and health license or willingness to earn one within six months of hire
- Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong interpersonal skills and ability to develop and foster relationships with clients, insurance carriers, and team members
- Strong multi-tasking and prioritization skills and ability to work in a fast-paced environment while taking accountability for work
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