PLACEMENT SPECIALIST CL (79022)

SupportFinity™; Wisconsin; Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Paid training and licensing

Competitive salary with performance incentives

Comprehensive benefits

401(k) with employer match

Flexible scheduling

Supportive company culture

Job summary

A stable insurance provider in Wisconsin is seeking a detail-oriented Insurance Placement Specialist. This full-time, non-sales position requires collaboration with internal sales agents and insurance carriers to streamline policy placements. Candidates should possess strong organizational skills and a willingness to become licensed. The company offers competitive benefits, including health insurance and flexible scheduling, in a supportive culture that values personal development.

Qualifications

• Strong organizational and time management skills.
• Tech-savvy with proficiency in MS Office and ability to learn new systems.
• Excellent interpersonal, problem-solving, and communication skills.
• Insurance license (or willingness to obtain within 90 days).

Responsibilities

• Coordinate with internal sales agents to receive client information.
• Work with insurance carriers and underwriters to obtain quotes.
• Manage proposal preparation, documentation, and carrier follow-up.
• Maintain accurate records in insurance systems.
• Support internal teams with questions and issue resolution.

Skills

Attention to Detail

Team Collaboration

Problem Solving

Communication

Adaptability

Education

High School diploma or equivalent

Tools

MS Office

Applied Systems Epic

Job description

Overview

The Insurance Placement Specialist plays a critical behind-the-scenes role in supporting TRICOR’s insurance operations. This non-sales position focuses on collaborating with internal sales agents and external insurance carriers to coordinate quotes, facilitate policy placements, and ensure seamless transactions. This role is ideal for someone who enjoys organization, accuracy, and teamwork in a non-client-facing setting.

Why TRICOR, LLC

TRICOR, LLC. is a leading provider of insurance solutions committed to excellence in client service and employee development. We foster a collaborative, inclusive workplace that empowers individuals to grow professionally while maintaining work-life balance. As a stable and growing Midwest company, TRICOR is the perfect environment for someone looking to make an impact in a supportive and integrity-driven culture.

What You Will Do

• Coordinate with internal sales agents to receive client information and requirements (25%)
• Work with insurance carriers and underwriters to obtain quotes and negotiate terms (25%)
• Manage proposal preparation, documentation, and carrier follow-up processes (25%)
• Maintain accurate records in insurance systems and ensure timely data entry and documentation (15%)
• Support internal teams with questions, issue resolution, and promote TRICOR in the community (10%)

Who Succeeds in These Roles

Successful Candidates Possess The Following Core Competencies

• Attention to Detail: Accuracy is essential in reviewing, processing, and entering insurance information.
• Team Collaboration: You work well in a team environment and value supporting others.
• Problem Solving: You are resourceful and proactive in addressing carrier inquiries and resolving issues.
• Communication: Strong written and verbal skills to interact professionally with carriers and team members.
• Adaptability: Comfortable using technology, managing multiple tasks, and maintaining organization in a dynamic environment.

What We Offer

• Full-time position in a stable, growing company
• Paid training, licensing, and continuing education
• Competitive salary with performance-based incentives
• Comprehensive benefits: health, dental, vision, life
• 401(k) with employer match and financial planning support
• PTO
• Flexible scheduling and hybrid work options
• “Dress for Your Day” dress code
• Supportive and inclusive company culture

Who Should Apply?

We encourage candidates who meet the following qualifications to apply:

• High School diploma or equivalent required
• Previous insurance industry experience is a plus but not required
• Strong organizational and time management skills
• Tech-savvy with proficiency in MS Office and ability to learn new systems
• Excellent interpersonal, problem-solving, and communication skills
• Insurance license (or willingness to obtain one within 90 days of employment)

Preferred Qualifications

• Familiarity with Applied Systems Epic or similar insurance platforms
• Prior experience working with insurance carriers or underwriting teams

If you’re looking for a fulfilling, non-sales insurance career where integrity, teamwork, and personal development are valued, we invite you to apply for the Insurance Placement Specialist position at TRICOR, LLC.

We value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented backgrounds and different industries to apply. To learn more about TRICOR Insurance and to apply visit our Careers page at www.tricorinsurance.com/tricor-careers.

Come join us and find out what the best work of your career could be like!

About the company

TRICOR Insurance

Be vigilant about potential scams, phishing attempts, or fraudulent activities, and seek credible sources or reviews to assess the trustworthiness of the company. Remember, your personal and financial security is paramount, and taking preventive measures is crucial to safeguarding your information from potential risks and unauthorized use. SupportFinity is not responsible for any consequences that may arise from disclosing such information to unauthorized or fraudulent entities.