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Enrollment and Finance Coordinator - Towne Benefits at TowneBank

Posted in Admin - Clerical 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Virginia Beach, Virginia

Job Description:

Essential Responsibilities:



  • Good communication abilities to act as primary contact to Client Service Specialists while using the online enrollment system.

  • Receive commission statements (mail, email, online) and manually enter or download the statement into the GBS commission system.

  • Balance statements.

  • Create/maintain an Excel record of ancillary commissions entered into GBS to verify total at commission close.

  • Process commissions twice a month, submit to payroll and email broker statements.

  • Deposit checks and maintain copies.

  • Organize all incoming bills/invoices, verify validity, obtain approval and submit to TowneBank for payment.

  • Learn and comprehend rule-based online enrollment system in order to increase client administrative accuracy and efficiencies.

  • Program online enrollment systems to meet client’s needs

  • Perform system administration, database related tasks and recordkeeping support as well as generating reports/documents and entering information into carrier portals as required by clients

  • Participate in the development of future pending growth of electronic enrollment technology endeavors to maintain client retention that enhance agency sales efforts

  • Obeys all applicable federal laws, rules and regulations relating to Anti-Money Laundering (AML) including Bank Secrecy Act (BSA)  

Minimum Required Skills and Competencies:



  • Excellent organizational and communication skills

  • Detail oriented

  • Pleasant and receptive phone manner and personal interaction

  • Ability to work well as part of a team

  • Able to multi-task in a fast-paced environment to meet deadlines

  • Strong computer skills including Excel, Word, Outlook and the ability to learn other systems.

  • Active Virginia Life and Health license (unlicensed candidates must obtain license within first 6 months of employment)


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