National Insurance Services seeks a motivated and customer-oriented individual with strong communication abilities to deliver outstanding service to clients in the position of Client Relations Representative for Group Employee Benefits in Brookfield, WI. Our dedication is always centered on the welfare of clients, associates, staff, and the community. • Enjoy a competitive benefits package, including a 401(k) with a Company Match that equals 50% of your deferral up to 6% of your income • Access to a Wellness program • Opportunity for Tuition assistance • Company-provided Life & Disability Insurance • Benefit from Paid Time Off and sick leave • Make use of a generous holiday calendar, with flexibility for utilizing floating holidays to maintain a harmonious work-life balance This role offers a hybrid work arrangement after the training period. Responsibilities: • Advise clients on appropriate administrative practices to ensure compliance with policy terms. • Review accuracy and distribute plan documents in a timely manner. • Conduct annual service call reviews for specific groups providing exceptional customer service and recommendations for policy revisions. • Proactively identify and assess the need for policy revisions during regular daily service calls. • Assist Account Reps, Sales Reps, and Regional Vice President with identified action items. • Address customer inquiries via telephone, email, or letter promptly and efficiently. • Review and understand policy contract language. • Advise clients on appropriate administrative practices to ensure compliance with policy terms. • Update and maintain all system databases and customer files in accordance with company guidelines. • Collaborate with Customer Service Supervisor and team to identify opportunities for process improvements and service enhancements. • Other duties as assigned. Qualifications: • Skilled in utilizing Word, Excel, Outlook, and Adobe Acrobat with the ability to quickly grasp in-house software programs. • Demonstrates strong analytical capabilities with a talent for identifying, investigating, and resolving issues systematically. • Shows eagerness and capability to understand and implement new concepts related to products, services, and procedural advancements. • You will be required to acquire a Life & Health insurance license for all states within the assigned region within 60 days of starting the role. Compensation: $47,000 annual pay plus bonus

• Advise clients on appropriate administrative practices to ensure compliance with policy terms. • Review accuracy and distribute plan documents in a timely manner. • Conduct annual service call reviews for specific groups providing exceptional customer service and recommendations for policy revisions. • Proactively identify and assess the need for policy revisions during regular daily service calls. • Assist Account Reps, Sales Reps, and Regional Vice President with identified action items. • Address customer inquiries via telephone, email, or letter promptly and efficiently. • Review and understand policy contract language. • Advise clients on appropriate administrative practices to ensure compliance with policy terms. • Update and maintain all system databases and customer files in accordance with company guidelines. • Collaborate with Customer Service Supervisor and team to identify opportunities for process improvements and service enhancements. • Other duties as assigned.