Strategic Life & Health Benefits Account Manager

TowneBank; Greenville (NC); Presencial; USD 52.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Excellent growth opportunities

Competitive pay

Health, vision, dental benefits

Paid time off

Profit sharing

Continuing education

401K matching

Employee discounts

Identity theft protection

Tuition reimbursement

Paid training

Parental leave

Wellness plan

Volunteer opportunities

Descripción de la vacante

Towne Insurance is hiring an Account Manager Life/Health to join our Benefits team. This role supports a book of business, coordinates with clients and carriers, and ensures accurate processing of enrollments and renewals.

The position emphasizes service quality, regulatory compliance, and collaborative teamwork. We seek a professional with a life and health license (or willingness to obtain one within six months), strong communication skills, and experience with EPIC and Microsoft Office tools.

Formación

• Active life and health license or willingness to earn one within 6 months.

Responsabilidades

• Assist Benefits Consultant in managing employee benefits book of business.
• Support retention and growth of the existing book of business.
• Provide proactive, timely, personalized client support.
• Act as primary liaison with carriers and clients.
• Process new business, renewals, and carrier negotiations.
• Participate in open enrollment and client meetings.
• Create client communications on renewals and changes.
• Prepare Excel reports and admin/compliance materials for clients.
• Submit applications and changes to carriers and follow up.
• Assist clients with claims, billing, and inquiries.
• Maintain client benefit data in EPIC and log interactions.
• Assist colleagues as needed.
• Answer and route inbound calls.
• Share knowledge of benefits and compliance.
• Maintain up-to-date Microsoft Office and CRM knowledge.
• Maintain professional relationships with clients and carriers.
• Assist in scheduling appointments.
• Maintain life/health license and pursue CE.
• Attend in-office meetings.
• Adhere to HIPAA, AML, and BSA regulations.
• Other duties as assigned.

Conocimientos

Communication skills

Interpersonal skills

Multitasking

Prioritization

Public speaking

Educación

Bachelor's degree preferred in business, finance, accounting, or computer science

Herramientas

EPIC system

Microsoft CRM

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Publisher

Microsoft Access

Descripción del empleo

Towne Insurance is hiring an Account Manager Life/Health to join our Benefits team. This role supports a book of business, coordinates with clients and carriers, and ensures accurate processing of enrollments and renewals.

The position emphasizes service quality, regulatory compliance, and collaborative teamwork. We seek a professional with a life and health license (or willingness to obtain one within six months), strong communication skills, and experience with EPIC and Microsoft Office tools.