Customer Service Officers

Client Service Specialist

Join us at Towne Insurance! Towne Insurance is hiring a Client Service Specialist to join our team. The Client Service Specialist is responsible for serving 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, and providing excellent service via telephone, email, and in-person interactions to answer questions and resolve issues.

The good-faith compensation range for this role is expected to be $40,000 to $60,000, based on the role, market, internal equity, and candidate qualifications.

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.

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.

Maintain accurate client benefit information in CRM and record all client interactions. Continually strive to improve CRM and automate processes through the development of workflows.

Assist brokers and other client service specialists as needed.

respond to client inquiries or refer them to the appropriate broker or client service specialist.

Maintain up-to-date Microsoft software knowledge (including Outlook, CRM, Excel, Word, Access, and PowerPoint), other industry-specific software, and fax, copier, scanner, and printers.

Strong computer skills, including Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access.

Bonus points if you have:

Experienced in EPIC system.

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

• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Tuition Reimbursement
• Paid Training Opportunities
• 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 encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.