Client Service & Benefits Support Specialist

Towne Insurance; Raleigh (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health, vision, dental coverage

Paid time off and holidays

Profit Sharing

401K employer matching

Tuition Reimbursement

Paid Training Opportunities

Job summary

Towne Insurance in Raleigh, NC is hiring a Client Service Specialist to support our benefits sales team and clients. Responsibilities include preparing proposals, submitting applications, handling inquiries, and maintaining client data in CRM. The role emphasizes service excellence, accuracy, and cross-functional collaboration.

The position offers competitive compensation and benefits with a focus on professional development and growth within a national insurance and risk management firm.

Qualifications

• Current life and health license or willingness to earn one within six months of hire.
• Proficient in Microsoft CRM, Word, Excel, Outlook, PowerPoint, Publisher, and Access.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Strong interpersonal skills and ability to build 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.

Responsibilities

• 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.
• Order and prepare renewal information packets for employee benefit meetings.
• 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.
• Answer and route inbound calls; 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.
• Maintain a courteous and professional relationship with clients, carriers, and team members.
• Create PowerPoint presentations for open enrollment and client meetings.
• Other duties as assigned.

Skills

Microsoft CRM

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Publisher

Access

Written and verbal communication

Attention to detail

Interpersonal skills

Multitasking

Tools

EPIC system

Job description

Towne Insurance in Raleigh, NC is hiring a Client Service Specialist to support our benefits sales team and clients. Responsibilities include preparing proposals, submitting applications, handling inquiries, and maintaining client data in CRM. The role emphasizes service excellence, accuracy, and cross-functional collaboration.

The position offers competitive compensation and benefits with a focus on professional development and growth within a national insurance and risk management firm.