Personal Risk Manager

Insurance Sales Agent - Personal Lines

Are you currently in the insurance industry (preferred but not required)? 

Do you love communicating with and helping people?

Are you a go-getter, who thrives on reaching goals and putting yourself out there?

Do you value a job where you can stay busy and are always learning something new, yet you still have work-life balance?

Are you looking for a tight-knit team and coworkers that put teamwork & integrity first?

Would you love to join a stable and growing Midwest company?

If you answered "yes" to the above, then this may be the role for you!

This Insurance Sales Agent - Personal Lines (aka Personal Lines Producer) role will service our individual clients to provide them with insurance options that best cover their personal insurance needs. This role will primarily focus on finding new business clients and meeting sales goals, but will also work to maintain an existing book of clients (with the help of our Personal Lines account support team). This role plays a key part in providing high-level and proactive service to clients, while maintaining a positive client relationship with exceptional customer support.  

(NOTE: Candidates for this role MUST be able to work out of our Lake Mills, WI office. This role has the opportunity to work hybrid. Current insurance industry experience and license is strongly preferred.)

In this Insurance Sales Agent role, the expectations are as follows:

Essential Job Functions:

• Identify and qualify new prospective clients via networking, calling, mailings, emails, referrals, etc.
• Conduct annual reviews with clients, including account rounding with current clients.
• Ability to find and fix problems and communicate with clients, prospects, vendors and teammates in order to build and maintain relationships and trust.
• Work regularly with teammates to be sure existing and new business is organized and clients/prospects are being strongly and efficiently connected and communicated with.
• Demonstrate product knowledge as part of a proven solution and strategy.
• Grow book of business by referrals and cross-selling.
• Continue with personal goals, learning and education.

Basic Qualifications:

• Bachelor’s degree in related area; or two or more years of related experience and/or training; or equivalent combination of education and experience
• Previous selling experience involving filling the pipeline and cold calls to customers
• Proficiency with MS Office software products
• Hold an Insurance License or ability to acquire a license within 90 days of employment
• Ability to attain and maintain a high level of product knowledge and policy coverage understanding to support the businesses, TRICOR staff and the independent brokers of TRICOR
• Ability to represent TRICOR, as directed, on both new sales and on a renewal basis to potentially include prior to the sale, during proposal presentation or in a service role after the sale
• Ability to communicate effectively both verbally and in writing with internal and external customers
• Work independently and willing to assist others when needed
• Ability to maintain a high level of confidentiality
• Must hold a valid driver’s license

Preferred Qualifications:

• Work experience which demonstrates knowledge of insurance products and sales
• Knowledge of insurance industry, markets, and carriers
• Knowledge of business terminology and functions 

Our Culture is built upon people who are:

• Driven by knowing their most important role is to help our employee's productivity through information technology, coaching and mentoring in the technology world and to add value to their overall business success
• Dedicated to giving our employees a best-in-class experience when requesting technology help in a supportive and positive fashion
• Committed to continuous learning. You are the resource others look to for advice
• Obsessed with accomplishing goals, and use teamwork to drive innovation

What TRICOR Offers:

• A full-time career in a successful business that is actively growing and is a stable industry
• Opportunities for advancement as well as a personal development plan and one-on-one coaching and mentoring
• PAID training to get certified and licensed, as well as PAID continuing education and membership in relevant professional organizations
• PAID maternity and paternity leave
• Health, Dental, & Vision Insurance plans w/ Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Accounts
• 401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs
• Supportive & motivating staff to help you succeed in a family atmosphere
• Flexible schedule with emphasis on work-life balance
• Dress for your Day work environment every day - Monday through Friday

We value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented backgrounds and different industries to apply. To learn more about TRICOR Insurance and to apply visit our Careers page at www.tricorinsurance.com/tricor-careers.

Come join us and find out what the best work of your career could be like!

Qualifications

Salary : $46,100 - $58,400