Account Manager - Life & Health

Towne Insurance; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay based on experience

Health, vision, dental benefits

Paid time off and holidays

401K with company match

Education assistance opportunities

Professional development / training

Job summary

Towne Insurance is hiring an Account Manager Life/Health to join our Benefits team in Raleigh, NC. The role involves managing a benefits book of business, servicing clients, and coordinating with carriers.

A successful candidate will hold a life and health license (or be willing to obtain one within six months) and demonstrate strong computer and communication skills to support client needs and renewals.

Qualifications

• Active life and health license or willingness to earn one within six months of hire.
• Strong computer skills including Microsoft CRM and MS Office apps (Word, Excel, Outlook, PowerPoint, Publisher, Access).
• Excellent written and verbal communication skills.
• Ability to develop and foster relationships with clients, carriers, and team members.
• Strong multi-tasking and prioritization in a fast-paced environment.

Responsibilities

• Assist Benefits Consultant in managing an employee benefits book of business.
• Support account retention and growth of existing book of business.
• Provide proactive, timely, and quality client service.
• Serve as the primary contact with carriers and clients.
• Process and manage new business, client renewals, and negotiations with carriers.
• Participate in open enrollment and client meetings as directed.
• Prepare communications for renewals, enrollments, and issue resolution.
• Submit applications and enrollment forms to carriers and follow up on processing.
• Assist clients with claims, billing, and daily inquiries.
• Maintain client benefit information in EPIC and document interactions.

Skills

Communication

Relationship building

Multi-tasking

Attention to detail

Education

Bachelor's degree in business, finance, accounting, or CS

Tools

Microsoft CRM

Excel

Outlook

Word

PowerPoint

Publisher

Access

Job description

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 our Raleigh, North Carolina office. 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.
• 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
• Identity theft protection
• Tuition Reimbursement
• Wellness Plan

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.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.