Account Manager - Life & Health

Towne Insurance; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Employee Assistance Program

Paid time off (PTO)

Job summary

Towne Insurance is hiring an Account Manager Life/Health to join our Benefits team. This role provides professional service to new and existing clients promptly and accurately, serving as the primary contact with carriers and clients.

The position supports processing of new business, renewals, and client meetings, with emphasis on retention, compliance, and productive collaboration with Benefits Consultants.

Qualifications

• Active life and health license or willingness to earn one within six months of hire.
• Prior client service experience is required.
• Proficiency with Microsoft Office suite and CRM systems is expected.

Responsibilities

• Assist Benefits Consultant in managing an employee benefits book of business.
• Support retention and growth of existing clients.
• Provide timely, accurate client communications and service.
• Serve as the primary contact with carriers and clients.
• Process new business, renewals, and carrier enrollment forms.
• Assist with open enrollment meetings and client communications.

Skills

Client service excellence

CRM proficiency

Communication skills

Multi-tasking

Education

Bachelor’s degree (preferred) in business/finance/accounting/CS

Tools

Microsoft CRM

Word

Excel

Outlook

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. The Account Manager Life/Health provides professional service to new and existing clients promptly and accurately.

The good-faith compensation range for this role is expected to be $50,000 to $80,000, based on the role, market, internal equity, and candidate qualifications.

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.

#LI-SO1

#insurance

#LI-Hybrid

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.