Client Services & Retention Specialist
Indexed description
OnMedicare Insurance Agency | Green Bay, WI
Full-Time | Primarily In-Office
At OnMedicare, we believe navigating health insurance shouldn’t have to feel overwhelming. We keep it simple. We’re looking for a friendly, organized, and dependable Client Services & Retention Specialist to join our growing team in Green Bay.
This position plays an important role in supporting our clients throughout the year. You’ll help answer questions, resolve concerns, coordinate appointments, follow up with clients, and work closely with our agents and internal team to make sure every client receives the support they need.
If you enjoy helping people, solving problems, staying organized, and being part of a collaborative team, we’d love to hear from you.
Client Service & Support
- Serve as a primary point of contact for inbound client calls
- Assist clients with questions, concerns, and policy-related issues
- Contact insurance carriers when needed to help resolve client concerns
- Help clients navigate general plan and coverage information
- Provide professional, patient, and friendly service
Client Retention & Follow-Up
- Conduct outbound calls to maintain client relationships and support retention
- Follow up on client concerns to make sure issues are fully resolved
- Identify more complex issues and connect clients with the appropriate team member
- Help ensure clients feel supported and confident in their coverage
Scheduling & Agent Support
- Schedule client appointments and assist with agent calendars
- Coordinate consultations, meetings, and follow-ups
- Gather information needed for client quotes and plan comparisons
- Help prepare clients for meetings with agents
- Provide basic plan information and direct clients to licensed agents for enrollment assistance
Administrative & Team Support
- Maintain accurate client records and document interactions in our CRM
- Assist with data entry, forms, client communications, and event RSVPs
- Work closely with agents, marketing, and operations to support client needs
- Assist with additional projects and day-to-day needs as our agency continues to grow
- Strong communication and customer service skills
- A friendly, patient, and professional approach to working with clients
- Excellent organization and attention to detail
- Confidence communicating with clients over the phone
- Ability to manage multiple tasks and follow through on client needs
- Comfortable learning new technology and CRM systems
- Ability to work collaboratively as part of a team
- Previous customer service, administrative, healthcare, or insurance experience is a plus
- Medicare or health insurance experience is a plus, but not required
This is a full-time, primarily in-office position at our Green Bay, Wisconsin location.
While our preference is for someone who can work with our team in person, remote or hybrid flexibility may be considered for an exceptional candidate based on experience and qualifications.
OnMedicare Insurance Agency helps individuals navigate Medicare and health insurance with knowledgeable, personalized support. Our philosophy is simple: We keep it simple.
We’re proud to have a growing team of knowledgeable agents and staff who genuinely care about the people we serve, and we’re looking for someone who shares that same commitment to helping our clients.
Ready to join our team? We’d love to hear from you. Apply today!
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