Informed Choice Insurance Agency
Client Services & Operations Coordinator
Job Location
Green Bay, WI, United States
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.
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.
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!
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!
- Competitive base salary with a bonus structure based on your new and renewal business
- Fully company-funded healthcare coverage (medical, dental, and vision) for full-time employees
- Complimentary life insurance, identity theft protection, and a 401(k) plan with matching contributions
- Access to an Employee Assistance Program for added support
- Optional voluntary benefits for extra peace of mind
- Half-day Fridays from January through September, with full-day pay, to support work-life balance
- Paid company holidays
- Immediate access to paid time off, including sick leave
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.
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.
PI2eb46539789b-30210-37503492
Location: Green Bay, Wisconsin, US
Posted Date: 5/2/2025
Contact Information
| Contact | Human Resources Informed Choice Insurance Agency |
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