Office Manager/Customer Service

  • Full Time
  • Shawano

Website Thiel & Associates Insurance Agency, LLC

Thiel & Associates Insurance Agency, LLC, located in Shawano, WI, is seeking a detail-oriented and personable Office Manager/Customer Service Representative to join our team.   Your main responsibility will be to oversee the day-to-day operations of our office.  We are looking for a client-focused Administrative Professional with a can-do attitude and who is seeking a long term position.

The day-to-day responsibilities will include:

  • Answering incoming calls and assisting walk-ins with general insurance benefit questions, claims issues and Agent referrals
  • Maintaining the client database and files in accordance with state and federal regulations
  • Performing basic bookkeeping operations including Accounts Payable, Accounts Receivable, Bank Reconciliations and verifying commission statement accuracy; Paying all Agency and Payroll taxes and preparing required tax filings
  • Ordering office supplies
  • Preparing mailings and forms, submitting applications and claim forms when required
  • Performing additional administrative duties as needed to ensure our office runs efficiently and our policyholders are provided prompt, accurate and friendly customer service

Qualifications:

  • High School Diploma
  • 3+ years of administrative and customer service experience, preferably in the insurance industry (Health/Medicare insurance experience a definite plus!)
  • Wisconsin Health & Life Insurance License (Must be able to obtain)
  • Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal
  • Strong interpersonal skills to interact positively with our Policyholders and Agents
  • Data Entry experience into a CRM system (i.e. Salesforce)
  • Proficient in Microsoft Office Suite (Word, Excel and Outlook)
  • Basic bookkeeping skills and familiarity with accounting software preferred (i.e. Quicken, Quickbooks, Peachtree)

Benefits:

  • Competitive Salary – starting at $38,000/year
  • Paid Time Off
  • Retirement Plan Contributions

To apply for this job email your details to shinrichs@thielinsurance.com