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Account Coordinator - Inside Service Rep - Group Employee Benefits

Company: National Insurance Services
Location: Waukesha
Posted on: June 10, 2024

Job Description:

National Insurance Services is looking for a dedicated, customer-focused, individual with excellent communication skills and a desire to provide exceptional customer service to our clients.

Our Benefits package includes:

--- 401(k) plus Company match 50% of an employee's deferral up to 6% of your pay will be matched.
--- Medical/Dental/Vision + Ancillary benefits
--- Paid Life and Disability coverage
--- Immediately eligible for both the Wellness paid benefit & Educational reimbursement.
--- PTO Time
--- Paid Sick Leave
--- Paid Holidays

This position is located in Brookfield WI - with a Hybrid option upon successful completion of training and licensing requirements.
Join Us!

--- Manage the review and distribution of plan documents in a timely manner
--- Conduct annual service calls to provide exceptional customer service to assigned caseload
--- Proactively identify the need for insurance policy revisions during service calls
--- Assist Account Reps, Sales Reps, and Regional Vice President with their identified action items
--- Address customer inquiries via telephone, email, or letter promptly and effectively
--- Advise clients on appropriate administrative practices to ensure compliance with insurance policy terms
--- Update and maintain all systems databases and customer files according to company guidelines
--- Collaborate with Customer Service Supervisor and team to identify opportunities for process improvements and service enhancements

--- Skilled in utilizing Word, Excel, Outlook, and Adobe Acrobat with the ability to quickly grasp in-house software programs
--- Demonstrates strong analytical capabilities with a talent for identifying, investigating, and resolving issues systematically
--- Shows eagerness and capability to understand and implement new concepts related to products, services, and procedural advancements
--- Required to acquire a Life & Health insurance license for all states within the assigned region within 90 days of starting the role.

About Company:
Please visit our website to learn more about National Insurance Services!

National Insurance Services: http://www.nisbenefits.com/

Keywords: National Insurance Services, Waukesha , Account Coordinator - Inside Service Rep - Group Employee Benefits, Sales , Waukesha, Wisconsin

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