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Business / Personal Insurance Sales Specialist

TRICOR Insurance

1 Positions

ID: 46449

Posted On 05/13/2022

Job Overview

TRICOR Insurance has been a locally owned and operated agency since 1945. Today, TRICOR has 28 locations across Wisconsin and one in Dubuque, IA.

We don’t just sell insurance—our calling, really, is to impact the businesses, individuals, families and communities where we live and work. We’re seeking an exceptional Business/Personal Insurance Specialist to join our sales team at our Prairie du Chien location.

What we’re looking for in a high performing Business/Personal Insurance Specialist who is/can:

  • Responsible for creating, identifying & pursuing organic business opportunities by way of referrals, current clients and warm leads.
  • Systematically analyze the customer’s business /personal needs, understanding the priorities of multiple stakeholders in an organization, and effectively present our value to the customer in a multitude of ways such as Face-to-Face, Phone, Email, and more.
  • Strong demonstrated communication skills, people skills and networking skills- Someone that can think on their feet and relate to different people
  • Educate and assist with applications, marketing, and quoting with existing clients, carriers and other regional TRICOR PRM’s across departments with referrals.
  • Coordinate renewal meetings with clients (review existing policies).
  • Document by sharing your client needs with Teammates and in TRICOR’s management system.
  • Establish & maintain close contact with insurance carrier/underwriters to maximize effectiveness with clients.
  • You are equipped to function in a competitive environment where self-discipline and time management are a necessity
  • Characteristics and qualities of collaboration, coach-able, innate willingness to learn new skills and operating procedures, make sense of complex customer issues, and effectively and efficiently problem solve for successful customer outcomes and you are effective at strategizing and building quality prospecting pipelines
  • You grow and maintain a high-level of product and value-add services knowledge
  • You build key employee relationships with our top local, regional and national carriers

Our Culture is also built upon people who are:

  • Driven by knowing their most important role is to help make our clients protect what is most important and add value to their overall business success
  • Dedicated to giving our clients a best in class experience
  • Committed to never stop learning. You are the expert others look to for advice
  • Obsessed with accomplishing goals, and use teamwork to drive innovation

Our Compensation & Benefits: The position compensation is 100% commission or a commission + a salary with a draw depending on experience. We offer health, dental, life and vision insurance, as well as voluntary benefits such as life insurance, critical illness and long term are, paid-time off and a retirement plan with employer match. Misc. Requirements:

  • Bachelor’s degree in a related area of business, finance and economics; or two or more years of related sales experience and/or training or equivalent combination of education and experience
  • Proficiency with MS office software products; Applied Systems Epic software is preferred
  • Daily travel

Apply today if you want:

  • To be inspired
  • To solve customer problems
  • To enjoy the freedom and responsibility to continually bring your talent, knowledge, passion and dedication to your job
  • To feel empowered to make decisions, share information and to try new things
  • To take personal responsibility to help our communities thrive

 

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 apply visit our TRICOR Careers page at www.tricorinsurance.com/tricor-careers.

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

TRICOR – we work hard, we have fun and we stay humble!

Primary Contact

11036

Sheila Udelhofen

Human Resources, HR

563-556-5441

Phone

Phone

Phone

Fax

recruitment@tricorinsurance.com

Email

True

False

True

Job Details

Categories

Customer Service
Sales/Service

Location

Priaire Di Chien, WI

Shift

First Shift

Job Type

Employee

Full/Part

Full Time

Pay/Salary

TBD

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
PTO (Paid Time Off)
Paid Holidays


Qualifications

Education

Bachelors

Experience

1-2 Years

Company ID

1292

Job REQ #

46449

# Positions

1

Start Date

20220513

End Date

20220630

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TRICOR Insurance

About the Company

At TRICOR, our greatest competitive advantage will always be our people. We strive to give every employee the freedom and responsibility to continually bring their talent, knowledge, passion, and dedication to their job. Our people have a vigorous work ethic—continuously creating and innovating to fuel better products, services, and processes. They’re empowered to make decisions, share information and try new things.

 

We believe in offering you not just the best coverage, but a plan for how our services keep up with your business and your life. Our agents built their reputations on creative insurance solutions and proactive communication, taking the time to make sure your questions are answered and you have the information you need to make an informed choice. We're here to be your advisor when it's complicated, and advocate when you need it.