Client Services & Operations Coordinator
Company: Informed Choice Insurance Agency
Location: Green Bay
Posted on: May 2, 2025
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Job Description:
Client Services & Operations Coordinator
Informed Choice Insurance Agency
Green Bay, WI
About Us
Our mission is to educate our clients on the wide selection of
local insurance plan options available and help them make informed
decisions on which choice is right for them.
At Informed Choice, our services are no charge to our clients. This
makes us uniquely different from other health and life insurance
agents and companies because we're able to listen to our clients
and give personalized recommendations for plans and coverage that
work with our local providers and for our clients' specific
needs.
Position Overview:
We're seeking a dynamic and versatile team member to step into a
critical dual-support role that blends office operations and
customer service leadership within our fast-paced Medicare-focused
insurance agency. This position is designed with succession and
contingency planning in mind, supporting both our Customer Service
Manager and Marketing Operations Manager. The ideal candidate is
tech-savvy, highly organized, with excellent communication skills
and thrives under pressure.
Perks and Benefits for Full-time Employees:
At Informed Choice we recognize how critical our team's hard work
and dedication is in providing our clients with exceptional
service. We are proud to offer our employees a competitive salary
and benefits!
We're seeking a dynamic and versatile team member to step into a
critical dual-support role that blends office operations and
customer service leadership within our fast-paced Medicare-focused
insurance agency. This position is designed with succession and
contingency planning in mind, supporting both our Customer Service
Manager and Marketing Operations Manager. The ideal candidate is
tech-savvy, highly organized, with excellent communication skills
and thrives under pressure.
Key Responsibilities:
--- Manage day-to-day customer service operations/reception and new
business processing.
--- Assist in service team management; be willing to take calls and
do hands-on work, especially during peak periods.
--- Maintain Salesforce CRM for client tracking and reporting;
monthly report generation required.
--- Provide general tech support for internal systems; must be
tech-savvy.
--- Work with Microsoft Outlook, Excel, and PowerPoint.
--- Ability to adapt with current and future workflows including
providing feedback, writing procedures and training staff.
--- Serve as a responsive point of contact for agents and clients,
especially during our busy season.
--- Understand CMS regulations and Medicare products; be ready for
complex questions
--- Monitor and understand commission tracking and business
operations.
--- Stay flexible with hours-some overtime may be required during
busy seasons.
--- Other responsibilities can include event coordination, supply
ordering, and other tasks as needed to support the business
operations.
--- Occasional travel to assist with training and office support
may be necessary.
What We're Looking For:
--- Required: Active Health Insurance License (or willingness to
obtain).
--- Prior experience in Medicare insurance, CMS regulations, and
customer service leadership.
--- Strong multitasking skills with a high attention to detail and
urgency.
--- Positive attitude, coachable mindset, and a willingness to grow
into leadership.
--- Comfortable navigating chaos and bringing order with poise.
EEO Statement
Informed Choice Insurance Agency is proud to be an equal
opportunity employer. We do not discriminate on the basis of race,
religion, color, national origin, gender, sexual orientation, age,
marital status, veteran status, or disability status. We are
committed to providing individuals with qualified disabilities
reasonable accommodation to participate in the job application or
interview process, to perform essential job functions, and to
receive other benefits and privileges of employment. This policy
applies to all employees and job applicants.
PId08b8c95f17b-37248-37503492
Keywords: Informed Choice Insurance Agency, Oshkosh , Client Services & Operations Coordinator, Other , Green Bay, Wisconsin
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