Client Success Specialist

TowneBank; Glen Allen (VA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Excellent growth and advancement opportunities

Competitive pay based on experience

Health, vision, and dental insurance

Paid time off including holidays and sick leave

Profit sharing

401K & Employer Matching

Tuition reimbursement

Wellness plan

Job summary

A leading insurance firm in Glen Allen, Virginia, is looking for a Client Service Specialist to support their sales team and clients. Responsibilities include preparing presentations, assisting with claims, and maintaining client information in CRM. The ideal candidate should have strong computer skills, excellent communication abilities, and a current life and health license or willingness to obtain one. Join a workplace that promotes career growth and offers competitive benefits, including health plans and paid time off.

Qualifications

• Proficient in using Microsoft software including CRM, Word, Excel, and PowerPoint.
• Excellent communication skills for client interactions.
• Ability to handle multiple tasks in a fast-paced environment.

Responsibilities

• Prepare Excel spreadsheets and assemble administrative documents for client presentations.
• Assist clients with claims and inquiries through various communication channels.
• Maintain accurate client benefit information in CRM and record all client interactions.
• Create PowerPoint presentations for meetings.

Skills

Strong computer skills

Excellent written and verbal communication skills

Strong attention to detail

Interpersonal skills

Multi-tasking and prioritization skills

Education

Current life and health license or willingness to earn one

Tools

Microsoft CRM

Microsoft Excel

Microsoft PowerPoint

EPIC system

Job description

A leading insurance firm in Glen Allen, Virginia, is looking for a Client Service Specialist to support their sales team and clients. Responsibilities include preparing presentations, assisting with claims, and maintaining client information in CRM. The ideal candidate should have strong computer skills, excellent communication abilities, and a current life and health license or willingness to obtain one. Join a workplace that promotes career growth and offers competitive benefits, including health plans and paid time off.