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Select Business Unit Sales & Service

TRICOR Insurance, Lancaster, WI

This listing has expired

This position will generate leads built on relationships with a common goal of protecting the individual & business assets, providing insurance and/or protecting families of our small CL clients. The Commercial Lines Select Business Unit Inside Sales & Service position entails:

Demonstrate the ability to prospect, generate leads, develop relationships, & acquire referrals

  • Quoting & selling business insurance
  • Responsible for identifying & pursuing new business opportunities
  • Consults with consumers about how to best protect themselves from potential losses as well as to tailor the coverage for a consumer's specific need
  • Offer new & expanded products to clients
  • Write new business & meet sales goals
  • Establish & maintain close contact with insurance companies and underwriters to maximize effectiveness with clients
  • Reviewing & evaluating market responses, completing applications, review quotations, prepare proposals, cross-sell & upgrade coverages  
  • Promote TRICOR in community


  • Demonstrated ability to write & close sale
  • Demonstrated ability to work inside various software systems
  • Knowledge of the insurance markets
  • Ability to travel as needed
  • Possess proficiency with computer skills – MS Office (Word, Excel) Internet, & Industry Software Epic is helpful
  • Possess 2+years of insurance sales or related field sales experience & have the ability to demonstrate a solid sales record
  • P & C License or must obtain license within 30 days of employment
  • Professional verbal & written communications
  • Character traits: strong work ethic, goal driven, self-sufficient, excellent problem solving skills, responsible, organized, to work quickly & accurately; attention for detail, ability to prioritize & multi-task
  • Act as a role model in terms of team success, resource and support for TRICOR goals & objectives

 What TRICOR offers:

  • A full-time career in a successful family owned & operated business that is growing/secure
  • Opportunities for advancement after appropriate training
  • Locations throughout WI, MN & IA
  • Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account
  • 401(k) Retirement Program with a CFP on staff to assist with your retirement needs
  • Competitive weekly wage & direct deposit
  • 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
  • Flexible work-life balanced schedules
  • Business casual dress Monday – Thursday with casual dress Fridays
  • To learn more about TRICOR Insurance and employment opportunities visit, www.tricorinsurance.com.

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Job Details

Req Num --
ID 371427
Lancaster, WI
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
Customer Service
First Shift
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 1-2 Years
Education High School/GED

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