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! 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 • Collaborate with Customer Service Supervisor and team members to identify opportunities for process improvements or service enhancements 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 Compensation: $47,000 annual pay + bonus

• 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 • Collaborate with Customer Service Supervisor and team members to identify opportunities for process improvements or service enhancements