Strategic Insurance Placement Specialist Flexible Schedule

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

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.