2 PRODUCER INSIDE SALES (67517) Jobs in Lancaster, WI
TRICOR Insurance is Hiring a Remote PRODUCER INSIDE SALES (67517)
What You’ll Do
- Service, evaluate risk and maintain the current book of business of Individual Life, Health, Medicare Supplements and Medicare Part D clients.
- Responsible for creating, identifying & pursuing new organic Individual Life, Health & Medicare Supplement opportunities.
- Articulate, promote & write new Individual Life & Health insurance.
- Educate and assist with applications, marketing, quoting and working closely with existing clients, carriers and other regional TRICOR Specialists across departments with referrals.
- Coordinate renewal meetings with clients (review existing policies & strategy to cross sell).
- Document, share your client needs with Teammates and in TRICOR’s client management system.
- Establish & maintain close contact with insurance carrier/underwriters to maximize effectiveness with clients.
- Promote TRICOR in community with your time and talents.
- Bachelor’s degree in a related area; or two or more years of related experience with Medicare. Products, Individual life and health insurance and/or training; or equivalent combination of education and business experience.
- Hold insurance license or must obtain license within 30 days of employment with TRICOR’s assistance.
- Possess a valid Driver’s License, automobile insurance coverage, & have the ability to travel local daily.
- Knowledge of and proficiency in – MS Office (Word, Excel), PDF docs, Internet, & industry software (EPIC).
- Demonstrated ability to complete a review, renewal and new business sale.
- Knowledge of the Medicare Supplement, Life, and Health insurance markets.
- Confident, polished presentation, verbal & written communications.
- Ability to demonstrate driven service and client focus performance, and independence/self-sufficient and an accountability work ethic.
- Act as a role model in terms of team success, resource and support of TRICOR goals & objectives.
- A full-time career in a successful locally owned & operated business that continues to grow.
- On the job training – paid training (i.e. licensing)-one on one coaching /mentoring.
- Supportive & motivating staff to help you succeed in a family atmosphere.
- Personal Development Plans for all positions
- Opportunities for advancement after appropriate training.
- Locations in WI & IA.
- Health, Dental, & Vision Insurance plans w/Health Reimbursement Account and Health Savings Account.
- Travel Expense Reimbursement program
- Employee Referral Bonus Program
- 401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs.
- Company provided Life Insurance for you and your family and Long –term/Short-term Disability
- Flexible work-life balanced work schedules.
- Competitive weekly wage, benefit premiums payroll deductions & direct deposit.
- Business casual dress Monday–Thursday with casual dress Fridays.
Job Summary
Full Time
$53k-75k (estimate)
06/28/2024
09/20/2024
tricorinsurance.com
PLATTEVILLE, WI
200 - 500
1945
KATHY SEDLMAYR
$10M - $50M
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About TRICOR Insurance
TRICOR Insurance is a leading independent insurance agency, ranked among the top 100 independent agencies in the United States. With more than 220 employees and growing, weve earned the trust of over 40,000 clients across Wisconsin, Iowa and beyond. As a locally-owned, family-run business since 1945, our humble roots are the foundation of our strength. Today, even as we grow, our customers are still our friends and neighbors. We remain guided by our deep commitment to the people we serve and the communities we live in.e for the best value, all the while protecting them from possible catastroph...ic loss. We offer coverage for your personal insurance needs, including auto, home, umbrella, recreational vehicles, and rental property. Talk to us too about your personal health, long-term care, and life insurance policies. Business insurance and employee benefits are available for small and large businesses, schools, and municipalities. At TRICOR Insurance, we face challenges head-on, and our agents have the industry-specific experience it takes to develop tailored insurance solutions that are set up for todays needs and tomorrows growth. We understand that being unique is what differentiates your business from your competitors. Thats why we take the time to build an understanding of what makes your business unique, such as your objectives, goals, budget, and tolerance for risk. Its an important part of building the foundation for protecting your business and its assets. Regardless of how well we plan, storms come, accidents happen, and lives change. When a loss occurs, the extent to which it affects the daily operations of a business, a city, a school district or a household in many ways rests with the strength of the insurance in place. We cant predict or prevent disasters, but at TRICOR, we will do whatever is within our power to proactively protect you beforehand to help make our clients whole in the aftermath. We pledge to do what is needed to help fix what can be fixed, replace what is destroyed, and allow injured employees to recover. We are absolutely focused on our clients needs and recognize our critical role in protecting today while planning for the future.
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