National Insurance Services of Wisconsin is defined by living our core values :

• Ethical
• Team-oriented
• Customer-focused
• Caring
• Hard-working

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!

Compensation :

$47,000 annual pay bonus

Responsibilities :

• Handle all aspects of review and distribution of plan documents
• Provide excellent customer service to assigned caseload through annual service calls. Proactively identify the need for insurance policy revisions through service calls
• Support Account Reps, Sales Reps, and Regional Vice President by handling action items they've identified in their service visits
• Respond to frequent customer inquiries via telephone (inbound and outbound), e-mail, or letter
• Counsel clients on appropriate administrative practices to ensure compliance and alignment with insurance policy language
• Maintain and update all systems databases and customer files per company guidelines

Qualifications :

• Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house
• Demonstrated analytical skills. Must have a high aptitude for systematic problem identification, investigation, and resolution
• Willingness and aptitude to learn and apply concepts around new products, services, and procedural enhancements
• This position will require the attainment of a Life & Health insurance license for each of the states in the assigned region within 90 days of employment

About Company

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

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

Last updated : 2024-04-27