Account Manager - Life & Health

FitzGerald Financial Group - Division of TowneBank Mortgage•Norfolk, VA

4d•Hybrid

About The Position

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

Requirements

Active life and health license (or willingness to earn one within six months of hire and prior client service experience)
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.

Nice To Haves

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.

Responsibilities

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.