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Technology & Operations Project Manager

TRICOR Insurance, Dubuque, IA Lancaster, WI

TRICOR Insurance, an independent insurance agency with a solid history bridging across three generations is looking for a Technology & Operations Project Manager.  This position will build agency strategies that will increase new sales and client retention.  Primary responsibilities include:

  • Evaluate and improve various strategies & processes
  • Participate and/or lead in the process of evaluation, analyzing, prioritizing, developing and implementing new strategies to meet the expectation of not only clients but to provide risk management services for the future
  • Work with sales managers to build specific strategies for target marketing and to utilize technology to implement/distribute the plan
  • Serve as an administrator for the agency management system (EPIC – this is a software specifically designed for the Insurance industry and is not associated with the EPIC company in Verona, WI), overseeing all aspects of configuration, usage, reporting and updates
  • Serve as an administrator for and management of the CSR24 system to include configuration of the system and implementation of strategies to increase usage for clients and associates.
  • Develop relationship with carrier marketing representative and interface teams in an effort to achieve strategies for data access and transfer between carriers and the agency



  • 4-year College education is preferred or equivalent insurance experience
  • Possess 3+years of related experience, preferred
  • Ability to communicate verbally and in writing with others, to explain simple and complex issues.
  • Ability to recognize the need for change and can facilitate that change effectively
  • Ability to build and maintain relationships with clients, vendors, co-workers, and carriers
  • Stay abreast of industry information, new product information, legislation, coverages and technology
  • Possess a valid Driver’s License, automobile insurance coverage, & have the ability to travel local daily
  • Possess proficiency with computer skills – applied experience with Applied systems EPIC Software, MS Office (Word, Excel) and Internet
  • 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 in WI, MN & IA
  • Health, Dental, & Vision Insurance plans w/Health Reimbursement Account and/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); and one on one coaching /mentoring
  • Supportive & motivating staff to help you succeed in a family atmosphere
  • Flexible work-life balanced work 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 371485
Dubuque, IA
Lancaster, WI
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience --
Education --

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