Role Overview We are seeking a highly empathetic, collaborative, and purpose-driven Health Insurance Benefits Specialist to join our team at our Chilton office. As a faith-based business, our work is guided by a commitment to service, integrity, and treating every client like family. This is a relationship-driven role where you will act as a trusted partner, helping individuals, families, and small business owners navigate the complexities of health insurance coverage. We place a heavy emphasis on emotional intelligence, active listening, and a team-first mindset. While an active Health Insurance License is preferred, it is not required to apply; we will support the right candidate in obtaining their license within the first 90 days of employment.

Key Responsibilities Relationship-Driven Advising:

Build strong relationships with clients to evaluate their medical needs, doctor preferences, and budget constraints, treating each interaction as an opportunity to serve.

Team-Oriented Collaboration:

Work closely with colleagues in a supportive, unified in-office environment to share best practices, celebrate team wins, and ensure every client receives exceptional care.

Flexible Mobility:

Work a consistent 40-hour week based in Chilton, with the flexibility to travel to our Kaukauna office or directly to customer locations for on-site meetings as required.

Comprehensive Portfolio Management:

Advise on a full suite of health insurance products, including ACA Marketplace plans, Medicare Advantage/Supplements, and Small Group benefits.

End-to-End Client Advocacy:

Act as a year-round point of contact for clients, assisting them through stressful situations like claims or billing disputes with patience, grace, and compassion.

Interpersonal & Core Competencies Faith-Aligned Service Mindset:

A passion for helping others and an alignment with our core values of honesty, stewardship, and ethical practice. Guided by faith, built on trust is our motto and how we operate in every interaction.

Team Player:

A naturally collaborative individual who thrives in a shared office environment and values collective success over individual competition.

Active Listening & Empathy:

Ability to listen deeply to clients' underlying concerns, validate their anxieties, and respond with genuine care.

Exceptional Communication:

Articulate speaker who can break down dense, confusing industry terminology into simple, actionable concepts for any audience.

Qualifications & Requirements Licensing:

Ability to successfully study for and obtain a Wisconsin State Health Insurance License within 90 days of hire. An active license is a plus.

Experience:

Minimum of 1-3 years of experience in customer service, sales, account management, or high-touch relationship management.

Travel Requirements:

Valid driver's license and reliable transportation for travel between the Kaukauna and Chilton offices, as well as local client visits.

Tech Proficiency:

Comfort using CRM software and quoting tools to manage client records seamlessly. Benefits & Compensation We believe in taking care of the team that takes care of our clients. We offer a full benefits package, including: Competitive compensation Comprehensive Medical, Dental, and Vision coverage Generous Paid Time Off (PTO) and paid holidays A supportive, encouraging, and faith-based office environment

Pay:

$48,000.00 - $60,000.00 per year

Benefits:

Dental insurance Health insurance Vision insurance

Work Location:

In person