• Position Type: Full-time, salaried, exempt
• Reports To: Client Service Manager
• Salary Range: $36,000 - $42,000 annual, commensurate with experience

Next Step Insurance, based in Plymouth, WI, is a leading independent Health and Medicare Insurance Brokerage, voted the #1 Health Insurance Brokerage in Sheboygan County. They pride ourselves on a client-first approach, offering personalized solutions from a range of providers. Their mission is to educate and empower clients, ensuring they leave us better off than before. They foster a values-based culture that prioritizes respect, dignity, and exceptional service.

Next Step is seeking a friendly, outgoing, and analytical Client Service Specialist to join the Under-65 department. This role involves addressing customer inquiries, resolving issues, and providing exceptional service. The ideal candidate will be a creative problem solver with excellent time management skills, sound judgment, and a passion for delivering WOW experiences with every client interaction.

• Provide 5-star service with every client interaction.
• Answer questions, resolve issues, and fix problems with humble confidence.
• Listen attentively and communicate clearly to ensure mutual understanding.
• Demonstrate care and commitment to client satisfaction.
• Collaborate with colleagues, agents, and management to find optimal solutions.
• Exercise judgment to escalate serious issues promptly.
• Stay informed about products, services, and regulations.
• Familiarize yourself with new products and services as they are introduced.
• Attend workshops and external meetings as required.
• Document all customer interactions and maintain accurate client files.
• Prepare and maintain reports on client inquiries, responses, and feedback.
• Respect client confidentiality at all times.
• Obtain and maintain a Wisconsin Life and Health license (company paid).
• HAVE FUN!

• 1-3 years of customer service experience.
• Positive attitude and ability to build trust and relationships.
• Experience with Under-65 health insurance is a strong plus.
• Willingness to learn insurance terms, issues, systems, and companies.
• Superb verbal and written communication skills.
• Ability to communicate via email, live chat, video, phone, social media, and in-person.
• Proficient with Microsoft Office and quick to learn other software.
• Self-motivated, detail-oriented, and capable of multitasking in a high-pressure environment.
• Excellent leadership and collaborative skills.
• Sound judgment and creative problem-solving abilities.
• HAVE FUN!

• Paid vacation
• Health insurance
• Dental, vision, and life insurance
• More benefits available

Next Step Insurance looks forward to the prospect of you joining the team. Harrier Financial Recruitment/The Source and Recruit Company has been retained to assist in recruiting for this position. All inquiries will be confidential. We encourage candidates from diverse backgrounds to apply and look forward to finding the right fit for this important role.

Next Step Insurance and Harrier Financial Recruitment/The Source and Recruit Company are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees.