Client Services & Operations Coordinator

Informed Choice Insurance Agency • Bellevue, WI

235d

About The Position

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.

Requirements

• 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.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level