Front Desk 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.

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.

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!

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
Opportunities for professional development to grow your skills and advance your career

Position Overview:

The Front Desk Coordinator is part of our Customer Service Team primarily acts as a liaison, providing information to our customers, answering questions and concerns, and resolving issues through appropriate channels.

What You Get To Do:

Meeting and greeting clients
Maintaining a tidy reception area at all times
Reception duties: incoming/outgoing mail, point of contact for vendors, entering/scanning documents, maintaining visitor log, and additional responsibilities as assigned.
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
Recognizing, documenting and alerting the supervisor of any trends in customer calls
Assisting New Business by adding new policies and verifying submitted policies
Sympathy Program Administrator: Monitor obituaries, send cards and update CRM
Order and organize plan material and up to date pdfs
Special projects and other administrative duties as assigned

Experience Required:

Proficient in Microsoft Suite
Excellent written and verbal communication skills
Minimum three years' experience in a reception or customer-facing service role
Health and or Life License preferred; but not required

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.

Informed Choice Insurance Agency

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Front Desk Coordinator