National Insurance Services is looking for a dedicated, customer-focused, individual with excellent communication skills and a desire to provide exceptional customer service to clients. Our Benefits package includes: • 401(k) plus Company match 50% of an employee's deferral up to 6% of your pay will be matched. • Medical/Dental/Vision + Ancillary benefits • Paid Life and Disability coverage • Immediately eligible for both the Wellness paid benefit & Educational reimbursement. • PTO Time • Paid Sick Leave • Paid Holidays This position is located in Brookfield WI - with a Hybrid option upon successful completion of training and licensing requirements. Join Us! Responsibilities: • Manage the review and distribution of plan documents in a timely manner • Conduct annual service calls to provide exceptional customer service to assigned caseload • Proactively identify the need for insurance policy revisions during service calls • Assist Account Reps, Sales Reps, and Regional Vice President with their identified action items • Address customer inquiries via telephone, email, or letter promptly and effectively • Advise clients on appropriate administrative practices to ensure compliance with insurance policy terms • Update and maintain all systems databases and customer files according to company guidelines • Collaborate with Customer Service Supervisor and team to identify opportunities for process improvements and service enhancements 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 • 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 + bonus

• Manage the review and distribution of plan documents in a timely manner • Conduct annual service calls to provide exceptional customer service to assigned caseload • Proactively identify the need for insurance policy revisions during service calls • Assist Account Reps, Sales Reps, and Regional Vice President with their identified action items • Address customer inquiries via telephone, email, or letter promptly and effectively • Advise clients on appropriate administrative practices to ensure compliance with insurance policy terms • Update and maintain all systems databases and customer files according to company guidelines • Collaborate with Customer Service Supervisor and team to identify opportunities for process improvements and service enhancements