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Business Insurance Specialist


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TRICOR Insurance is a leading independent insurance agency that's ranked among the top 100 largest brokers in the United States. TRICOR is looking for a Business Insurance (Commercial Lines) Sales Specialist in our Business Insurance Department for our Marshfield, WI location. The ideal candidate will reside in Marshfield or is willing to relocate to Marshfield, WI.

Our business is about building relationships directly with our clients, and taking a client-first approach in everything we do. The Business Insurance Specialist position will generate sales leads built on relationships with a common goal of protecting the individual & business assets, providing insurance and/or protecting families of our clients.  The Business Insurance Specialist position entails: 

  • Ability to network, prospect, generate leads, develop and maintain relationships, close sales and acquire referrals
  • Quoting and selling Property & Casualty/Business insurance
  • Responsible for creating, identifying & pursuing new business opportunities
  • Consults with consumers about how to best protect themselves from potential losses in the future as well as to tailor the coverage for a consumer's specific need
  • Offer new & expanded products to clients
  • Coordinate annual renewal meetings with clients (review existing policies & cross sell)
  • Write new business & meet financial sales goal
  • Establish and maintain relationship with carriers, underwriters and new and existing clients
  • Reviewing & evaluating market responses, completing applications, review quotations, prepare proposals, cross-sell & upgrade coverage  
  • Promote TRICOR in their community 


  • Demonstrated ability to write & close sales
  • Knowledge of the insurance industry, markets, and carriers
  • Hold a valid Driver's License, appropriate automobile insurance coverage, and ability to travel locally daily
  • Experience with Applied Systems Epic software preferred
  • Experience with Microsoft Office software suite and literate in general computing tasks
  • Possess 2-5+years of insurance sales or related field sales experience & have the ability to demonstrate a solid sales record
  • Hold Insurance License or must obtain license within 30 days of employment (Company expense)
  • Polished and demonstrated presentation, verbal & written communications
  • Character traits: hold strong work ethic, demonstrated servant Leadership, to be goal driven, self-sufficient, responsible, and organized; have ability to prioritize and multi-task; and possess excellent problem solving skills and attention for accuracy/details
  • Act as a role model in terms of team success, resource and support for TRICOR goals & objectives 

TRICOR Offers:

  • A full-time career in a successful family owned & operated business that is growing/secure
  • Opportunities for advancement after appropriate training
  • Locations in WI & IA
  • Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account
  • Flex Spending/Dependent Spending Account
  • 401(k) Retirement Program with a CFP on staff to assist with your retirement needs
  • Competitive weekly wage & direct deposit
  • Technical job training and one-on-one coaching/mentoring support
  • Personal Development Plans for all positions
  • Supportive & motivating staff to help you succeed in a family atmosphere
  • Flexible schedule with emphasis on work-life balance
  • Business casual dress Monday through Thursday with casual dress Fridays 

TRICOR was recently named as one of THE Best Places to Work in Insurance by Business Insurance Magazine three years running in 2017, 2018 & 2019! This award recognized employers for their outstanding performance in establishing workplaces where employees can thrive, enjoy their work and help their company grow. To learn more about TRICOR Insurance and employment opportunities visit, https://www.tricorinsurance.com/tricor-careers.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.


This listing has expired

Job Details

Req Num 125863
ID 749131
Positions 1
Full Time
Pay --
First Shift
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Paid Vacation
Paid Sick Leave

Preferred Candidates

Years of Experience 2-5 Years
Education High School/GED

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