This is a 1099; 100% Hybrid Remote-Wisconsin Only Position- No Licensing Required

At H&R Powers LLC, we are passionate about providing business owners with the essential expertise, resources, and tools to achieve success. We offer a wide range of products and services including insurance, financial services, bookkeeping, payroll, human resources, and mentorship programs, all aimed at empowering our clients to maximize their business and personal financial potential.

This is a perfect entry-level position for a person who may have the skills, but not necessarily the long-term experience.

This role requires someone with diverse skills who can handle multiple responsibilities and thrive in a fast-paced, dynamic environment. The ideal candidate should have a service-oriented personality, enjoy taking charge, and demonstrate a strong work ethic.

As an Customer Service Representative (CSR), you will be responsible for a variety of tasks including administrative tasks, client relations, marketing support, sales support, heavy data entry, and database management.

HIRING PREFERENCES

• Veterans
• Speak Spanish
• Home Office Ready

EXPERIENCE MINIMUMS

• 2-3 years of Administrative/Office
• 2-3 years of Customer Service within the Insurance Industry
• 2-3 years within a Sales Environment

EDUCATION/PROGRAMS

• High School graduate
• Advanced proficiency with Microsoft Products: Word, Excel, PowerPoint
• Pipedrive CRM
• Dropbox Cloud Storage
• Constant Contact

SKILLS

• Customer Servcie Oriented
• Highly Organized
• Detail-Oriented
• Time Management
• Heavy Data Entry
• High Integrity
• Strong Ethics

ADMINISTRATIVE/OFFICE DUTIES:

• Answering company phone lines and emails from 9am-5pm Monday thru Friday
• Operate and maintain office equipment-high capacity xerox copiers
• Inputs and updates information in databases and spreadsheets
• Uses word processing and presentation software to create and edit documents
• Performs sorting, distributing, and processing incoming mail
• Tracking and ordering office supplies
• Documenting and implementing new processes and procedures
• Ensures that deadlines are met and adapts to changing priorities
• Working with sensitive client information and maintaining confidentiality and security and ensure compliance with privacy policies and regulations
• Processing checks for new and current clients
• Presenting a positive and professional image for the organization

CLIENT SERVICE

• Emailing multiple client billings, changes, and renewals
• Demonstrating accuracy in processing client policy and account changes
• Verifying coverage and presenting policyholders with proof of insurance paperwork
• Documenting and handling client complaints, presenting appropriate solutions, and alternatives within the timeframes set, and then following up to ensure that the issue has been resolved

SALES DUTIES:

New Sales Development

• Conducting new lead research utilizing the internet, and distributing to our appointment-setters
• Following up on current client mailings to set up appointments for agents
• Providing accurate sales quote support for our prospective and current clients
• Working with our underwriting department when necessary to get final approvals
• Creating final presentations for the agents to close deals

MARKETING SUPPORT

• Assist with onboarding new clients by emailing and hard-mailing our new client welcomes, then following up to ensure receipt, and answering additional questions
• Creating and implementing direct mail programs
• Assisting with current marketing programs to ensure smooth operations and cohesiveness

COMPENSATION

• Paid Training
• Base Pay (based on experience)
• Production Pay
• Growth Pay
• Commissions
• Performance Bonuses
• Paid Holidays Off
• No Required Weekends

Check us out at https://hrpowerrs.com

Job Types: Full-time, Contract

Pay: $35,000.00 - $60,000.00 per year

Expected hours: 35 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance
• Work from home

Experience level:

• 2 years
• 3 years

Shift:

• Day shift
• Evening shift
• Morning shift
• Night shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Customer Service: 2 years (Required)
• Insurance Policy Servicing: 2 years (Required)

Language:

• Spanish (Preferred)

Ability to Commute:

• Sun Prairie, WI 53590 (Required)

Work Location: In person