Front Desk Receptionist / Insurance Administrative Assistant - Oshkosh, WI
Richards Insurance is a locally owned and operated independent insurance agency. We have partnerships with top insurance companies and pride ourselves on customer service. As a local business owner, we take care of our employees as well as the clients we serve.
Benefits Account Manager - West Bend, WI
West Bend, WI | Hourly | Full-Time | In-Office
About The Role
Richards Insurance, a locally-owned independent insurance agency serving Wisconsin, is seeking a Benefits Account Manager to join our West Bend office. This is a client-facing support role for our Group Benefits producer, ideal for someone who is organized, personable, and passionate about helping employers and their employees navigate health insurance with confidence.
Responsibilities
- Serve as the primary point of contact for assigned group benefits clients, answering questions and resolving issues promptly
- Manage new employee onboarding into health plans, including enrollment support and answering benefits questions
- Meet in person with clients periodically to review plans, deliver renewals, and strengthen relationships
- Prepare and deliver marketing materials and plan documents to groups
- Coordinate with carriers on enrollment and changes, as needed
- Support renewal processes, including gathering census data and preparing materials for review
- Identify opportunities to introduce clients to additional products, such as life insurance, and connect them with the appropriate producer
Requirements
- Experience in health insurance or employee benefits strongly preferred
- Excellent communication and interpersonal skills - you’re comfortable being the face of the agency for our clients
- Strong organizational skills and attention to detail, especially with plan documents and deadlines
- Comfortable working in-office and occasionally traveling locally to meet with clients
- A team-first attitude and willingness to jump in wherever needed
- Life & Health insurance license preferred, or willingness to obtain one
Front Desk Receptionist / Insurance Administrative Assistant - Oshkosh, WI
Oshkosh, WI | Full-Time | In-Office
About The Role
Richards Insurance is looking for a polished, personable, and highly organized Insurance Administrative Assistant to be the welcoming face of our agency and develop a career in the insurance industry. This role is central to the day-to-day flow of our office and goes beyond traditional reception duties - the right candidate will also pitch in on personal and commercial lines administrative tasks and provide support for our Medicare and Benefits agent. The position is an in-office only role and the candidate must be available to work in our Oshkosh location from 7:30/8:00am - 4:30pm, Monday through Friday.
Responsibilities
- Serve as the first point of contact for clients, vendors, and visitors, setting the tone for the Richards Insurance experience
- Warmly greet walk-in clients and manage a busy multi-line phone system
- Assist with policy quoting, updating client information, and issuing policies and/or certificates
- Support personal and commercial lines teams with administrative tasks
- Process policy change requests, pull certificates of insurance, and update client records in the agency management system
- Scan and file documents and assist with projects as they arise
- Adapt to shifting priorities in a dynamic agency environment with a smile rather than a sigh
Requirements
- At least 2-3 years of experience working in a professional office setting
- Comfort managing competing priorities
- Clear, professional communication by phone, in person, and in writing
- A genuine enjoyment of helping people
- Experience in an insurance agency or financial services environment is a strong plus
- Property & Casualty (P&C) Insurance license is a plus; if not currently licensed, the candidate must obtain one within the first 90 days of employment. Richards Insurance will support the candidate in this process, and it is considered a condition of continued employment.
- Pride in keeping things running smoothly, initiative on tasks without being asked twice, honesty, and treating every client and coworker with professionalism and warmth
Personal Lines Account Manager/Account Executive - Beaver Dam, WI
Beaver Dam, WI | Hourly | Full-Time | In-Office
About The Role
Richards Insurance, a locally-owned independent insurance agency serving Wisconsin, is seeking a Personal Lines Account Manager/Account Executive to join our Beaver Dam office. This is a client-facing role, ideal for someone who is organized, personable, and passionate about helping individuals navigate their personal insurance needs.
Responsibilities
- Serve as the primary point of contact for clients, handling policy changes, billing questions, and general inquiries
- Process requests and documentation accurately and in a timely manner
- Communicate with insurance carriers regarding coverage and policy updates
- Maintain thorough and organized client files within the agency management system
- Develop and retain business through proactive service and relationship management
- Ensure compliance with agency procedures and industry regulations
- Contribute to a positive team environment and support agency growth initiatives
Requirements
- Personal Lines insurance experience in a customer service or account management role preferred
- Property & Casualty Insurance license preferred, or willingness to obtain within 90 days of hire
- Knowledge of insurance products, coverages, and underwriting guidelines
- Excellent communication, problem-solving, and organizational skills
- Proficiency with agency management systems, such as Applied Epic, AMS360, or similar, and Microsoft Office Suite
- Ability to work both independently and collaboratively in a fast-paced environment