Account Manager - Life & Health

Join us at Towne Insurance! Your career. Your future. Your Towne.

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

About Us

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

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.
Skills and experience you’ll need:

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.
Bonus points if you have: 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.
What we offer:

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including: 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
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.

Physical Requirements: Work is performed in an office environment and requires operating standard office equipment and keyboards.
Express or exchange ideas verbally and through the spoken word via email.
Ability to hear, understand, and distinguish speech and other sounds.
Sedentary work involves prolonged periods of sitting at a desk.
Entering text or data into a computer or other device using a traditional keyboard.
Exert up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
Substantial and repetitive movements (motions) of the wrists, hands, and fingers.
Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
Not substantially exposed to adverse environmental conditions.
The physical demands described here represent those that an employee must meet to perform the essential responsibilities of this job successfully. Reasonable accommodations may enable individuals with disabilities to perform essential duties

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)