PLACEMENT SPECIALIST CL (82466)

TRICOR Insurance; Wisconsin; On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Flexible scheduling

Paid time off

Health, Dental & Vision Insurance

HSA/HRA options

401(k) Retirement Plan with CFP

Job summary

TRICOR Insurance in Wisconsin is seeking an experienced Insurance Placement Specialist to join our Commercial Insurance team. This full-time role focuses on coordinating with producers, negotiating with carriers, and securing competitive insurance solutions.

You will work with underwriters, manage proposals, and maintain accurate records while supporting colleagues and clients in a fast-paced, collaborative environment.

Qualifications

• Attention to detail is essential for reviewing and entering insurance information.
• Team collaboration and supporting others in a fast-paced environment.
• Problem solving to address carrier inquiries and resolve issues.
• Strong written and verbal communication with carriers and team.
• Adaptability to use technology and manage multiple tasks.
• High school diploma or equivalent required.
• Insurance license (or willingness to obtain).
• Previous insurance industry experience.
• MS Office proficiency and ability to learn new systems.

Responsibilities

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

Skills

Attention to detail

Team collaboration

Problem solving

Communication

Adaptability

Time management

Education

4 Year Degree

Tools

MS Office

Job description

Job Details
Job Location: TRICOR Insurance Any Location - Any, WI 99999
Position Type: Full Time
Education Level: 4 Year Degree
Travel Percentage: Negligible
Job Category: Customer Service

Ready to take your Commercial Insurance career to the next level? TRICOR is growing and looking for an experienced Insurance Placement Specialist to join our Commercial Insurance team.

This is an excellent opportunity for a licensed Commercial Lines professional who enjoys the strategy and challenge of insurance placement and is looking to expand their impact in a collaborative, results-driven organization. You'll partner directly with some of TRICOR's most successful Producers, marketing accounts, negotiating with carriers, and helping secure competitive insurance solutions that drive client and agency success. If you thrive in a fast-paced environment, excel at managing competing priorities, and enjoy solving complex placement challenges, we'd love to hear from you. Behind every successful Producer is a Placement Placement helping drive results, deliver solutions, and keep business moving forward.

Why Join TRICOR?

• Flexible scheduling with a strong work-life balance
• Paid time off including a personal volunteering day
• Health, Dental & Vision Insurance
• HSA/HRA options
• 401(k) Retirement Plan with access to a Certified Financial Planner
• Opportunities for advancement
• Family-owned culture focused on employee success

What You Will Do

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

Who Succeeds in These Roles?

• 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.

Who Should Apply?

• High School diploma or equivalent requiredPrevious insurance industry experience
• 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)

Preferred Qualifications:

• Prior insurance working with Commercial Insurance Carriers
• Prior experience working with underwriting teams

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.