Agency Training - Automation Associate

Rural Mutual Insurance is a Wisconsin-based company committed to integrity, hard work, and a customer-centered approach. As a community-focused organization, we value our employees as much as our customers, fostering a culture of trust, collaboration, and continuous improvement.

We are looking for a skilled individual to play a crucial role in ensuring the accuracy and efficiency of our insurance agency training and automation processes. If you are looking for a role where you can make an immediate impact and progress in your career, we urge you to apply. You will work in a collaborative environment at our office on the west side of Madison, with the potential for a hybrid work model in the future.

$45,000 - $50,000 year paid on an hourly basis

• Accurately and timely prepare and distribute daily, weekly and monthly sales reports to District Managers.
• Assist District Managers with quarterly meeting set-up, arrangements, presentations and content.
• Assist District Managers with correspondence by preparing letters and emails to agents regarding contract status, agency reminders and progress information on review program, sales activity etc.; assist with contest tracking; processing vacation requests for financed agents; agency paperwork for LLC or INC changes; new assistant paperwork and system access; assist with gathering client reports for Financed to Career changes and complete career agent checklist; new agent on-boarding paperwork.
• Complete tasks associated with policy transfers, reassignments, and completion of Weekly Agent Change logs.
• Review agent appointments on OCI Website according to schedule.
• Provide coverage on ACD line to assist DM, agents and assistants with daily change requests, workflow questions and assistance with online payment processing (Web, RDC, CSS).
• Assist with the organizing, planning and presenting of various forms of onboarding and skills training for employees.
• Assist in evaluating training and automation program effectiveness through assessments, surveys & feedback.
• Help agents and assistants improve upon or enhance existing skills.
• Maintains confidentiality and protects operations by providing service and keeping information confidential.
• Perform other duties as assigned.

• Strong interpersonal communication skills.
• Demonstrates adaptability by approaching situations in real time to match the shifting demands of different circumstances.
• Proven ability to work in a self-motivated environment.
• Understanding of basic accounting principles.
• Proven ability to multi-task and meet deadlines.
• Knowledge and understanding of insurance business and products.
• Experience working with Rural Mutual systems and products beneficial.
• Experience presenting information in reports, graphs, written and oral formats.
• Proven ability to work with Microsoft Office products (i.e. Excel, Word, TEAMS, PowerPoint).
• Bachelor’s degree in a related field or equivalent experience preferred.
• Participation in industry-related programs such as IIA etc. preferred.
• Property & Casualty license preferred.
• Bilingual abilities (Spanish, Hmong, etc.) a plus.

What You'll Love About Rural Mutual Insurance:

We are a leading property and casualty insurance company based in Wisconsin, well known for our financial strength and longevity in the insurance industry. Our reputation in the marketplace ensures stability and opens up numerous growth opportunities for our employees.

We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff, our agents, and our customers. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference through the work that we do.

We believe in a healthy work/life balance and, to that end, offer a competitive and comprehensive compensation package including health, dental, life, LTD, and vision insurance as well as an employee bonus plan, matching 401(k) plan, and generous time off benefits.