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Client Relations Representative

National Insurance Services

Client Relations Representative

Brookfield, WI
Full Time
Paid
  • Responsibilities

    We are good people to work with! Even in the midst of our growth, NIS has upheld the high standards and family values we started with in 1969: ethics, compassion, hard work, passion, optimism and community altruism. Our commitment has always been and will always be, to do the right thing for our clients, partners, employees and the community. We are looking to add to our Customer Service team. Responsibilities: • Handle all aspects of review and distribution of plan documents (Joinder/Application, Certificates, and Amendments). • Effectively service assigned caseload through annual service calls. Proactively identify need for insurance policy revisions through service calls. • Support Account Representatives, Sales Representatives, and Regional Vice President by handling action items identified in 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 or Customer Service Manager to identify opportunities for process improvement 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 enthusiasm to learn and apply concepts around new products, services and procedural enhancements. Compensation: $36,000

    • Handle all aspects of review and distribution of plan documents (Joinder/Application, Certificates, and Amendments). • Effectively service assigned caseload through annual service calls. Proactively identify need for insurance policy revisions through service calls. • Support Account Representatives, Sales Representatives, and Regional Vice President by handling action items identified in 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 or Customer Service Manager to identify opportunities for process improvement or service enhancements.