WizeHire, Inc
National Insurance Services • Brookfield , WI , US
Posted 3 days ago
Description
Under the supervision of the VP of Retirement Income, this position provides quality and timely customer service to the Retirement Income clients of National Insurance Services and technical and administrative support to the Account Representatives and Sales Representatives for the assigned region(s).
This position will require the attainment of Life & Health insurance license for each of the states in the assigned region.
Normal Working Hours and Days:
Monday through Friday; 8:00 a.m. to 5:00 p.m. (or as mutually agreed to by the parties); 1 hour lunch; overtime as required. Physical Requirements:
Position is primarily sedentary in nature with relatively equal amounts of sitting, standing, and walking. Infrequent light physical effort may be required. Responsibilities
Upon the sale of a case, communicates with clients and Account Representative/Sales Representative to prepare plan documents and oversee the successful implementation of the plan(s). Handle all aspects of preparation, review, and distribution of plan documents. Responsible for managing the client's FSA open enrollment process. Reach out annually to clients via email to provide retirement information/videos. Request and provide various reports to clients. Effectively service assigned caseload through annual service calls. Proactively identify the need for plan revisions through service calls. Support Account Representatives and Sales Representatives by handling action items identified in service visits. Respond to frequent client and participant inquiries, including questions regarding plan design, contributions, and reimbursements, via telephone and email. Serve as a liaison between clients and our Third-Party Administrator. Maintain and update all systems, databases, and client files per company guidelines. Work on special projects as needed. Collaborate with VP of Retirement Income to identify opportunities for process improvement or service enhancements. Qualifications
Two years of experience in customer service, preferably in an employee benefits-related capacity. Ability to read and interpret plan language and effectively communicate policy language and intent to customers. Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution. Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers. Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house. Must have excellent command of the English language, oral and written. Moderate mathematical skills are required. Attention to detail in interpreting, composing, and proofreading written materials. Excels in a fast-paced environment with demonstrated ability to prioritize multiple competing demands. Possesses excellent organizational skills. Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements. Ability to work and make decisions independently and within a team environment. Consistent daily attendance and the ability to work overtime occasionally at the last minute. Compensation
$48,700 About National Insurance Services
Please visit our website to learn more about National Insurance Services! National Insurance Services: http://www.nisbenefits.com/
#J-18808-Ljbffr
Monday through Friday; 8:00 a.m. to 5:00 p.m. (or as mutually agreed to by the parties); 1 hour lunch; overtime as required. Physical Requirements:
Position is primarily sedentary in nature with relatively equal amounts of sitting, standing, and walking. Infrequent light physical effort may be required. Responsibilities
Upon the sale of a case, communicates with clients and Account Representative/Sales Representative to prepare plan documents and oversee the successful implementation of the plan(s). Handle all aspects of preparation, review, and distribution of plan documents. Responsible for managing the client's FSA open enrollment process. Reach out annually to clients via email to provide retirement information/videos. Request and provide various reports to clients. Effectively service assigned caseload through annual service calls. Proactively identify the need for plan revisions through service calls. Support Account Representatives and Sales Representatives by handling action items identified in service visits. Respond to frequent client and participant inquiries, including questions regarding plan design, contributions, and reimbursements, via telephone and email. Serve as a liaison between clients and our Third-Party Administrator. Maintain and update all systems, databases, and client files per company guidelines. Work on special projects as needed. Collaborate with VP of Retirement Income to identify opportunities for process improvement or service enhancements. Qualifications
Two years of experience in customer service, preferably in an employee benefits-related capacity. Ability to read and interpret plan language and effectively communicate policy language and intent to customers. Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution. Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers. Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house. Must have excellent command of the English language, oral and written. Moderate mathematical skills are required. Attention to detail in interpreting, composing, and proofreading written materials. Excels in a fast-paced environment with demonstrated ability to prioritize multiple competing demands. Possesses excellent organizational skills. Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements. Ability to work and make decisions independently and within a team environment. Consistent daily attendance and the ability to work overtime occasionally at the last minute. Compensation
$48,700 About National Insurance Services
Please visit our website to learn more about National Insurance Services! National Insurance Services: http://www.nisbenefits.com/
#J-18808-Ljbffr