Life & Health Account Manager — Hybrid Growth

TowneBank; Raleigh (NC); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive pay based on experience

Health, vision, dental benefits

Paid time off and holidays

401K with company match

Education assistance opportunities

Professional development / training

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication

Relationship building

Multi-tasking

Attention to detail

Ausbildung

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

Tools

Microsoft CRM

Excel

Outlook

Word

PowerPoint

Publisher

Access

Jobbeschreibung

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.