What are the responsibilities and job description for the Client Service Representative position at Informed Choice Insurance Agency?
Client Service Representative
Informed Choice Insurance Agency
Informed Choice Insurance Agency
Green Bay, WI
About Us
Our mission is to educate our clients on the wide selection of local insurance plan options available and help them make informed decisions on which choice is right for them.
At Informed Choice, our services are no charge to our clients. This makes us uniquely different from other health and life insurance agents and companies because we’re able to listen to our clients and give personalized recommendations for plans and coverage that work with our local providers and for our clients' specific needs.
At Informed Choice, our services are no charge to our clients. This makes us uniquely different from other health and life insurance agents and companies because we’re able to listen to our clients and give personalized recommendations for plans and coverage that work with our local providers and for our clients' specific needs.
Perks and Benefits for Full-time Employees:
At Informed Choice we recognize how critical our team’s hard work and dedication is in providing our clients with exceptional service. We are proud to offer our employees a competitive salary and benefits!
- Competitive hourly wage with bonus opportunities
- Fully company-funded healthcare coverage (medical, dental, and vision) for full-time employees
- Complimentary life insurance, identity theft protection, and a 401(k) plan with matching contributions
- Access to an Employee Assistance Program for added support
- Optional voluntary benefits for extra peace of mind
- Half-day Fridays from January through September, with full-day pay, to support work-life balance
- Paid company holidays
- Immediate access to paid time off, including sick leave
- Opportunities for professional development to grow your skills and advance your career
Primary Responsibilities:
- Answering inbound phone calls, providing customer support, scheduling appointments
- Keeping records of customer interactions in our client database, recording details of inquiries, complaints, and comments, as well as actions taken
- Follow up client inquiries/issues not immediately resolved
- Recognizing, documenting and alerting the supervisor of any trends in customer calls
- Researching client billing issues
- Assisting our New Business Department
- Backup for reception duties
- Special projects and other administrative duties as assigned
Knowledge and Skills Requirements:
- High School Diploma; required
- Proficient in Microsoft Suite (Word, Excel and Outlook)
- Excellent Verbal and Written Communication Skills
- Ability to multi-task
- Minimum one year of office or customer service experience; required
- State of WI Health and Life Licensure preferred but not required
- Spanish speaking is a plus!
EEO Statement
Informed Choice is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.
