Account Manager - Life & Health

Account Manager - Life & Health

Towne Insurance is hiring an Account Manager Life/Health to join our Benefits team. This position can be located in our Norfolk or Newport News office. The Account Manager Life/Health provides professional service to new and existing clients promptly and accurately.

• Assist Benefits Consultant in managing an employee benefits book of business.
• Support all efforts of account retention and growth of existing book of business.
• Provide proactive, timely, and quality personalized support to clients.
• Serve as the primary point of contact with carriers and clients.
• Process and manage new business, client renewals, and negotiations with carriers.
• Participate in and/or conduct open enrollment and client meetings as the Benefits Consultant directs.
• Create communications for clients regarding renewals, open enrollment, changes, issue resolution, etc.
• Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing insurance 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.
• Maintain accurate and timely client benefit information in a proprietary database (EPIC) and record all client interactions.
• Assist Benefits Consultants and other team members as needed.
• Answer and route inbound calls.
• Share knowledge of employee benefits, compliance, and the industry with clients and team members.
• Maintain current Microsoft software knowledge (including Outlook, CRM, Excel, Word, Access, PowerPoint) and other industry-specific software as necessary.
• Maintain a courteous and professional relationship with clients, carriers, and team members.
• Assist Benefits Consultant in scheduling appointments.
• Keep life and health license current and increase knowledge of employee benefits by attending or participating in continuing education classes.
• Attend in-office meetings as necessary.
• Obey all applicable federal laws and rules, including HIPAA, AML, and BSA
• Other duties as assigned.

A successful candidate will have an active life and health license (or willingness to earn one within six months of hire and prior client service experience), as well as the following:

• Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access.
• Excellent written and verbal communication skills.
• 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.

• 2-3 years of experience in the employee benefits or related industry preferred.
• Experienced in EPIC system.
• Bachelor's degree preferred in business, finance, accounting, or computer science.
• Comfortable with public speaking, presenting to clients, and conducting in-person meetings.
• Strong problem-solving skills and ability to concisely investigate, interpret, and resolve client and carrier questions, disputes, or complications with minimal supervision.

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Employee discounts
• Identity theft protection
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities