Client Service Representative

Informed Choice Insurance Agency; Madison (WI); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Competitive salary tailored to your 경험

A comprehensive benefits package that

Half-day Fridays from January through

Paid company holidays

Opportunities for professional develop

Job summary

Informed Choice Insurance Agency in Madison, WI seeks a Client Service Representative to support our client-focused team, answering calls, scheduling appointments, and maintaining accurate client records.

Excellent communication, multi-tasking and attention to detail are essential. The role offers professional development opportunities and a comprehensive benefits package, including PTO and health coverage.

Qualifications

• High School Diploma required.
• Proficient in Microsoft Word, Excel and Outlook.
• Excellent Verbal and Written Communication Skills.
• Ability to multi-task.
• Minimum one year of office or customer service experience; required.
• Spanish speaking is a plus.

Responsibilities

• Answering inbound phone calls and providing customer support.
• Scheduling appointments and keeping records of interactions.
• Record details of inquiries, complaints and actions taken.
• Follow up on client inquiries not immediately resolved.
• Identify trends in client calls and alert supervisor.
• Research client billing issues and assist New Business Department.
• Handle special projects and other administrative duties.

Skills

Verbal and written communication

Multi-tasking

Customer service experience

Spanish language

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Client Service Representative
Informed Choice Insurance Agency

Madison, WI

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.

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 salary tailored to your experience


• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.


• Half-day Fridays from January through September, with full-day pay, to support work-life balance


• Paid company holidays


• 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


• 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!

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, and state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.