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Account Manager - Oshkosh office
Small group service (2-50 employees)
Individual service; Medicare service
Ideal candidate: Current Wisconsin Health Agent license. Proficient with Word and Excel. Good time-management skills. Attention to detail and follow-through. Able to communicate well on the phone and in-person. Able to handle direction from multiple people. Knowledge of Medicare rules a plus, but will train.
Quoting and Commission Specialist - Menasha office
Responsible for Quoting and layouts for all small group benefits (Medical, Dental, Life, Vision, etc) for Oshkosh and Menasha sales staff. If no
current Wisconsin Agent Health license, will be expected to obtain one within first year.
Data entry, tracking and reconciling of all Benefits Commissions (Commission responsibility is about 25% of the job). Ideal candidate: Proficient in Word and Excel. Enjoys data entry, working with numbers, problem solving. Will have attention to detail and work must be accurate. Must have reliable attendance and ability to work with multiple deadlines.
Administration - Menasha office
Project management to include organizing and planning meetings and seminars
internally and outside the office. Create and assemble invitations and
meeting materials, manage mass mailings, occasionally run errands (with
company vehicle). Daily office administrative duties including copying,
scanning, back-up on phones. Ideal candidate will welcome the variety of work and the opportunity to assist numerous people. Entry level position into learning the insurance agency business. Must be proficient in Word and Excel, any background with computer graphics is a plus. Must have reliable attendance and be OK with "duties as assigned" as this position requires whatever it takes in a small office to get the job done.
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