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Client Services Intern

bestpassMadison, WI


No Relocation

Posted: February 27, 2026

Job Description

 

Under general supervision, provide administrative support to the Client Service team by executing daily tasks and assisting with special projects to help meet and exceed compliance and regulatory standards. This role plays a key part in ensuring customers and carriers remain current and compliant through ongoing data validation, quality control, inquiry resolution, and proactive problem-solving—always balancing customer satisfaction with organizational priorities.

Job Duties

  • Processing of time-sensitive permit requests
  • Organize and maintain electronic and physical filing systems
  • Enter, update, and verify data in Company systems and spreadsheets 
  • Respond to general inquiries and direct requests to appropriate team members. 
  • Participate in team meetings and contribute to special projects
  • Uphold confidentiality and handle sensitive information with discretion
  • Communicates and shares job knowledge to others, contributes to a positive team dynamic and inter-departmental success. 
  • Running report data and scanning documentation
  • Performs other duties as assigned or requested based on skill set. 

Experience

  • High School diploma with one year of customer service experience preferred. 
  • Excellent customer service, communication (verbal and written), and collaboration skills, along with being friendly, personable and results oriented. 
  • Ability to exercise independent judgement with respect to matters of significance. 
  • Must be able to multi-task and be comfortable working with a variety of personalities including clients and co-workers. 
  • Knowledge with Microsoft Office suite including Outlook 365, Word, and Excel.
  • Ability to learn, understand and utilize the company and department systems.
  • Openness to various processes and procedures, changing regulations and fluctuating expectations depending on element of task required. 
  • Ability to sit at desk for extended periods of time, proficient typing skills, engaging with virtual screen as primary function of daily work. 

Work Location

  • In office. This is not a remote position. 
  • 20 hours per week. 
  • Schedule to be assigned during our core business hours of 8am-5pm.

Additional Content

 

Under general supervision, provide administrative support to the Client Service team by executing daily tasks and assisting with special projects to help meet and exceed compliance and regulatory standards. This role plays a key part in ensuring customers and carriers remain current and compliant through ongoing data validation, quality control, inquiry resolution, and proactive problem-solving—always balancing customer satisfaction with organizational priorities.

Job Duties

  • Processing of time-sensitive permit requests
  • Organize and maintain electronic and physical filing systems
  • Enter, update, and verify data in Company systems and spreadsheets 
  • Respond to general inquiries and direct requests to appropriate team members. 
  • Participate in team meetings and contribute to special projects
  • Uphold confidentiality and handle sensitive information with discretion
  • Communicates and shares job knowledge to others, contributes to a positive team dynamic and inter-departmental success. 
  • Running report data and scanning documentation
  • Performs other duties as assigned or requested based on skill set. 

Experience

  • High School diploma with one year of customer service experience preferred. 
  • Excellent customer service, communication (verbal and written), and collaboration skills, along with being friendly, personable and results oriented. 
  • Ability to exercise independent judgement with respect to matters of significance. 
  • Must be able to multi-task and be comfortable working with a variety of personalities including clients and co-workers. 
  • Knowledge with Microsoft Office suite including Outlook 365, Word, and Excel.
  • Ability to learn, understand and utilize the company and department systems.
  • Openness to various processes and procedures, changing regulations and fluctuating expectations depending on element of task required. 
  • Ability to sit at desk for extended periods of time, proficient typing skills, engaging with virtual screen as primary function of daily work. 

Work Location

  • In office. This is not a remote position. 
  • 20 hours per week. 
  • Schedule to be assigned during our core business hours of 8am-5pm.