7 results for File Clerk in Milwaukee, WI

Member Services Representative We are in search of a Member Services Representative to join our team in Milwaukee, Wisconsin. The role involves offering precise and timely information to members and associates through various communication channels, with an emphasis on providing an exceptional customer experience. This role is integral to our operations in the industry, and offers a long term contract employment opportunity. Responsibilities: • Communicate effectively with members, field force, and other associates via telephone, correspondence, and personal contact to provide accurate information and resolve inquiries. • Utilize knowledge of company products and administrative practices to answer inquiries related to life and annuity contracts. • Ensure accurate processing of administrative policyholder requests in the Policy Administration System (PAS), including changes in ownership, loans, withdrawals, and surrenders. • Maintain and update non-automated policy contractual information. • Assist in executing special one-time projects as assigned. • Handle a specialized departmental process in addition to routine responsibilities. • Conduct research to resolve member inquiries, this may involve interpreting policy provisions, explaining policy transactions, providing general tax information, and addressing mailing campaign questions. • Obtain necessary information from the PAS, review of policy/imaged files and/or research other sources to handle member inquiries. • Ensure accurate and efficient processing of customer credit applications. • Monitor customer accounts and take appropriate action when necessary.

Client Services Administrator We are offering a permanent employment opportunity for a Client Services Administrator located in Hartland, Wisconsin. Your role will primarily revolve around supporting our Client Services Specialist team, ensuring efficient telecommunications, maintaining customer records, and resolving any product or service problems. Responsibilities include: • Handling incoming phone calls and ensuring resolution of customer inquiries.• Accurately entering client and account data, and verifying it for any potential errors.• Creating clear job tickets in Monarch or OP.• Updating and maintaining customer records in compliance with our policies and procedures.• Collaborating with multiple departments and partners, with a focus on detail and completion of production items.• Resolving client complaints by determining the cause, finding the best solution, and expediting the correction or adjustment process.• Gaining a comprehensive understanding of our internal software systems.• Regularly routing GB Tickets.• Tracking and updating Humana Delivery and Madison Spreadsheet.• Proofreading Marco’s Items on a monthly basis.• Performing department filing and purging of job tickets.• Distributing job tickets to the team and accounting.• Regularly handling Common Ground Routing and updating Madison Spreadsheet.• Printing and routing WebMD Postal Paperwork.• Reviewing, updating, and routing Elevance Health GBD as well as WebMD, Ignite.

Member Services Representative We are offering a long-term contract employment opportunity for a Member Services Representative in Milwaukee, Wisconsin. In this role, you will be working in the insurance industry, providing timely and accurate information to members and associates through various communication channels. Your main tasks will involve handling inquiries related to life and annuity contracts, processing policyholder requests, and managing customer records. Responsibilities • Communicate effectively with members and associates, addressing their inquiries and providing detailed information about policy provisions, transactions, and general tax information. • Utilize various computer programs and CRM software to efficiently process customer credit applications and maintain accurate records. • Manage routine member inquiries requiring research and interpretation of policy provisions, ensuring situations are resolved and action steps are communicated. • Handle non-automated policy updates and contractual changes. • Process financial administrative policyholder requests, including loans, withdrawals, surrenders, and ownership changes. • Participate in special one-time projects as assigned. • Handle a specialized departmental process in addition to routine responsibilities. • Address questions related to mailing campaigns and provide necessary information. • Use banking software and other tools to perform tasks such as check processing and managing cash activity.

Receptionist We are in search of a Receptionist to for a Waukesha, WI area organization. As a Receptionist, your primary role will be to manage front desk duties, maintain client records, and provide outstanding customer service. Responsibilities:• Manage and oversee receptionist duties to ensure smooth operations.• Engage in data entry tasks, ensuring accuracy and efficiency.• Deliver exceptional customer service, addressing customer queries and resolving issues promptly.• Utilize Microsoft Office tools to maintain and update client records.• Monitor client accounts and take necessary actions when required.• Process and manage customer applications with attention to detail.

Client Services Specialist We are seeking a Client Services Specialist to join our team, located in Hartland, Wisconsin. This role provides a contract to employment opportunity, where you will be involved in processing customer applications, maintaining customer records, and resolving customer inquiries. Responsibilities: • Coordinate with internal teams to understand requirements and liaise with external vendors for execution.• Review and confirm details on production plans in collaboration with internal teams and vendors.• Create comprehensive job layouts and purchase orders.• Organize the internal job approval process.• Engage with multiple departments and partners for follow-ups to ensure the completion of production items.• Detail the production process, ensuring the status of the operation is easily accessible and transparent.• Acquire a comprehensive understanding of internal software systems.• Manage and review reports to monitor the progress of projects and production jobs. • Provide exemplary customer service.• Perform data entry and order entry tasks.• Handle email correspondence with efficiency and professionalism.

Customer Service Representative Associate We are offering a contract employment opportunity for a Customer Service Representative Associate. The Customer Service Representative Associate role is crucial in our team, while working remotely. Responsibilities:· Provide support to the customer relations team. · Billing question resolutions· Assistance with account review· Assist with patient payments, financial assistance applications, and other customer service related inquiries.

Sales Support We are offering a contract to hire employment opportunity for a Sales Support role located in Menomonee Falls, Wisconsin. As a Sales Support, your primary function will be to assist our sales team, manage customer accounts, and support customer inquiries. Responsibilities: • Provide exceptional support to a team of 8 sales professionals• Handle customer inquiries and react swiftly to their needs• Accurately process customer credit applications• Ensure compliance and data accuracy across all customer portals• Utilize CRM and ERP systems for data management and reporting• Convert documents using Adobe Acrobat• Monitor customer accounts and take necessary actions when required• Develop solutions based on customer needs and company policies• Utilize advanced Excel skills for data analysis and report generation• Maintain accurate customer credit records