Customer Service Representative

Primary Responsibilities:

• Making outbound calls to schedule insurance reviews
• Answering inbound phone calls, providing customer support, scheduling appointments
• Keeping records of customer interactions in our client database, recording details of inquiries, complaints, and comments, as well as actions taken
• Follow up client inquiries/issues not immediately resolved
• Recognizing, documenting and alerting the supervisor of any trends in customer calls
• Researching client billing issues
• Assisting our New Business Department
• Backup for reception duties
• Special projects and other administrative duties as assigned

Knowledge and Skills Requirements:

• High School Diploma; required
• Proficient in Microsoft Suite (Word, Excel and Outlook)
• Excellent Verbal and Written Communication Skills
• Ability to multi-task
• Minimum one year of office or customer service experience; required
• State of WI Health and Life Licensure preferred but not required
• Spanish speaking is a plus!