Client Service 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

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

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.

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

• 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 And Experience You’ll Need

• Current life and health license or willingness to earn one within six months of hire is required.
• Strong computer skills, including 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 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

• Extensive knowledge of carrier products and services.
• 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.

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.