Description & Expectations
Join our dynamic and friendly team as a Client Services Coordinator! We are seeking a motivated and detail-oriented individual to be part of our close-knit group. This is an entry-level position with ample advancement opportunities in a hybrid work environment with flexible hours. As an integral part of our team, you will serve as an office admin and play a crucial role in providing health insurance quotes for Individual and Family policies, both on and off the exchange (MNsure).
Responsibilities:
· Become a subject matter expert on our products and services.
· Consult and provide health insurance quotes for Individual and Family policies, both on and off the exchange (MNsure).
· Maintain Health & Accident MN license and carrier appointments in good standing.
· Demonstrate excellent communication, organizational, and time management skills.
· Clearly communicate in person, virtually, and over the phone.
· Utilize proficient computer skills, including familiarity with MS Outlook Software, Salesforce, and Adobe.
· Multitask and prioritize workflow effectively.
Qualifications:
· High School diploma or GED required.
· Minimum of 5 years of related experience working in a professional setting.
· Active Health Insurance license in resident state or ability to obtain within 30 days of employment (expenses covered by the company).
· Desire to learn and willingness to grow.
· Ability to follow policies and safeguard PHI information.
· Familiarity with IFB Network updates.
Benefits:
· Full-time benefits eligible.
· Hybrid position with flexible hours.
· Entry-level with advancement opportunities.
· Unlimited Paid Time Off (PTO).
· Medical, Dental, Vision coverage.
· Disability benefits.
Join Our Fun and Non-Corporate Team:
Experience a workplace where creativity and collaboration thrive. We pride ourselves on being a fun team that values each member's unique contributions. Say goodbye to the corporate vibe and hello to a supportive and enjoyable work environment.
Company Description
Schatz Benefit Group is a Minnesota-based health insurance brokerage that brings personality and heart to the benefits world. We specialize in Medicare, individual/family coverage, and employer-sponsored plans for businesses with 2–200 employees. What sets us apart is our hands on service, commitment to client relationships, and a team first culture that blends professionalism with a personal touch. Whether we’re helping a retiree navigate Medicare or supporting a business with its employee benefits strategy, we approach every interaction with care, clarity, and integrity.