Account Representative - Brookfield, WI Office
Position Summary:
Under the direct supervision of the Account Representative Manager, this position provides quality and timely customer service to the clients of National Insurance Services.
Primary Servicing State Responsibilities:
Wisconsin
Primary Responsibilities:
- Serve as the primary contact for clients.
- Reports to Account Representative Manager but will also work closely with other internal departments and associated leadership.
- Identifying and creating client needs for products and service.
- Proactive servicing of accounts to eliminate liabilities that may potentially fall back on our clients, partner carriers, or National Insurance Services.
- Identify issues, problems, concerns and develop responsive actions and solutions.
- Employer and employee education of products, provisions, & administrative practices.
- Preparation and oral presentations in a group setting as required.
- Determine needs analysis of clients and develop lead generation and cross-selling sales opportunities.
- Maintain and update all systems databases and customer files per company guidelines (CRM, OnBase, etc.).
- Keep the Account Representative Manager fully informed of the status of all projects.
- Assist the Account Representative Manager and other departments on special projects as requested.
Minimum Requirements:
- Bachelor’s degree or equivalent in the group insurance industry.
- Two years experience in a customer service environment or any combination of education and/or experience, which would provide an equivalent background.
- Group insurance experience desired.
- Human Resource experience a plus.
- Life & Health Insurance state license desired. If not licensed, employee will be required to obtain license within 60 days of initial employment.
- Ability to travel 50-60% of the time and accommodation of overnight stays multiple times per month.
- Ability to attend conferences and associated networking events.
- Must have a valid driver’s license and clean driving record.
- Excellent organizational skills.
- Possess the ability to read and understand insurance contract language.
- Analytical ability is required to be able to analyze and identify problems, offer proposed solutions, and implement the agreed upon solution.
- Must have excellent command of the English language (oral and written).
- Email: Please send an email to Human Resources with your resume and cover letter as attachments (.doc, .docx, or .pdf preferred). In the subject line of your email, please list the job title you are applying for.
- Mail: You can submit your resume and cover letter through regular mail to our corporate office address: ATTN: Human Resources National Insurance Services, 300 North Corporate Drive, Suite 300, Brookfield, WI 53045
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities and skills required of personnel so classified.
National Insurance Services of Wisconsin, Inc. is an Equal Opportunity Employer.
