About The Position

Milliman IntelliScript is a business unit within Milliman, Inc., a global consultancy. IntelliScript develops and deploys data-driven software-as-a-service (SaaS) products for the insurance, health IT, and life sciences industries. The company fosters an entrepreneurial, collaborative culture focused on innovation, excellence, customer service, balance, and transparency, offering opportunities for skill, responsibility, and career growth. Milliman invests in employee development through skills training, career development, learning and mentoring opportunities, and Employee Resource Groups (ERGs). The Operations team at IntelliScript supports various divisions and is expanding due to increased call volume from insurance policy applicants.

Requirements

  • Must be willing and able to work onsite at the Brookfield, WI office at least 4 days per week
  • High school diploma / GED
  • Intermediate proficiency with Microsoft Word, Excel, and Outlook
  • 2 -5 years of customer service experience, preferably via phone
  • 1+ years of administrative experience
  • Ability to follow established processes while keeping projects moving and deadlines on track
  • Strong analytical skills with the ability to identify issues and present thoughtful solutions
  • A proactive, “let’s find a way” mindset—no task is too big or too small
  • Commitment to resolving customer needs and delivering a high-quality experience
  • Clear, professional communication across phone, email, video, and in-person interactions
  • Comfort working in an entrepreneurial, collaborative, and fast-paced environment
  • Ability to balance detailed, repeatable processes with recognizing trends and solving problems
  • Strong attention to detail and pride in getting things right
  • Curiosity and enthusiasm for continuous learning and skill development
  • Self-driven approach to assessing needs, researching solutions, and finding common ground
  • Commitment to professional growth and ongoing education
  • Ability to prioritize multiple projects and tasks at various stages
  • Excellent organization and multitasking skills
  • Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.

Nice To Haves

  • Bachelor’s degree
  • Experience using Salesforce to locate and record information
  • Knowledge of the insurance industry
  • Spanish speaking / translation ability

Responsibilities

  • Receive, sort, and track incoming and outgoing mail, including confidential reports to and from consumers, ensuring accurate delivery and timely processing.
  • Accurately track, enter, and maintain customer data in Salesforce to support timely and effective follow-up.
  • Provide responsive, professional support to consumers by phone and email, ensuring questions and concerns are addressed promptly.
  • Apply knowledge of FCRA guidelines and IntelliScript procedures to clearly explain processes, answer consumer questions, and support a positive consumer experience.
  • Responsibilities will expand to other tasks and projects as experience and knowledge increases.

Benefits

  • Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners
  • Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
  • 401(k) Plan – Includes a company matching program and profit-sharing contributions
  • Discretionary Bonus Program – Recognizing employee contributions
  • Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
  • Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
  • Holidays – A minimum of 10 paid holidays per year
  • Family Building Benefits – Includes adoption and fertility assistance
  • Paid Parental Leave – Up to 11 weeks of paid leave for employees who meet eligibility criteria
  • Life Insurance & AD&D – 100% of premiums covered by Milliman
  • Short-Term and Long-Term Disability – Fully paid by Milliman
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