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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
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.