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Commercial Lines Team Lead

TRICOR Insurance, Lancaster, WI

This listing has expired

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 Commercial Lines Team Lead to oversee, train, and lead assigned Commercial Lines Account Managers as well as maintaining their own book of business. The position entails:


  • Supervisory responsibilities include interviewing, coordination of day-to-day training; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.
  • Monitor Account Manager books of business, workload and audit workflow procedures of the Account Manager
  • Focus on client retention
  • Establish & maintain close relationships with insurance carriers/underwriters to maximize effectiveness with clients
  • Review & evaluate new and existing policies
  • Complete & submit applications
  • Review quotations, prepare proposals, cross-sell & upgrade coverages 
  • Promote TRICOR in community


  • Associates degree or college education or equivalent combination of education and insurance experience
  • At least 2 years of Account Manager experience, commercial lines preferred with leadership abilities
  • Previous work experience that demonstrates working knowledge of EPIC Applied Systems
  • Ability to perform each essential duty satisfactorily
  • Ability to communicate effectively with others in writing and verbally
  • Ability to set priorities and manage workflows to assure that assigned Account Managers are meeting job requirements
  • Ability to travel to assigned office locations with possible overnight travel required; valid driver's license
  • Ability to work varied hours with regular and reliable attendance
  • Hold a P & C License or the ability to obtain and maintain Property and Casualty license
  • Ability to keep informed with company information working closely with company representatives and field underwriters
  • Work cooperatively with other employees, vendors, company representatives and management to ensure customers' needs are met, agency procedures are followed and company goals are achieved

 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 MondayThursday with casual dress Fridays

TRICOR was recently named as one of the 2017 Best Places to Work in Insurance by Business Insurance Magazine. 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, www.tricorinsurance.com.

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.


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Job Details

Req Num 32950
ID 524652
Lancaster, WI
Positions 1
Full Time
Pay --
Customer Service
First Shift
Health Insurance
Dental Insurance
Life Insurance
Retirement Plan

Preferred Candidates

Years of Experience 2-5 Years
Education Associates

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