Account Coordinator/Inside Service Rep.

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!Responsibilities:• 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 enhancementsQualifications:• 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: