Business PLACEMENT SPECIALIST (Non-sales) (77512)

TRICOR InsuranceMadison, WI
56dHybrid

About The Position

TRICOR, LLC is expanding our Commercial Lines (Business) team and hiring a Business Placement Specialist. This behind-the-scenes role is ideal for someone who wants to build a meaningful career in insurance without sales or client-facing responsibilities. You'll work closely with our producers and carrier underwriters to support the placement and marketing of business accounts-playing a key role in helping clients get the right coverage at the right time. While this role is preferred to be based out of our Madison office location, we will consider other TRICOR office locations for the right candidate. At TRICOR, our culture is grounded in TIES-Teamwork, Integrity, Excellence, and Service. We value collaboration, accuracy, and professional growth, and we take pride in supporting employees who want to learn, contribute, and advance.

Requirements

  • Strong attention to detail and excellent organizational skills.
  • Ability to learn systems quickly and manage multiple priorities.
  • Clear, professional communication skills-written and verbal.
  • Customer service or industry experience; insurance background is helpful.
  • Ability to obtain an insurance license within 90 days if not already licensed (TRICOR provides paid training).
  • Comfort working independently while supporting a broader team.

Nice To Haves

  • A valid Property & Casualty (P&C) insurance license
  • Two years of Business Placement experience, and/or
  • Five years of experience in the Commercial Line/Business Insurance industry

Responsibilities

  • Market new and renewal business accounts to the appropriate carriers.
  • Serve as the liaison between producers and carrier underwriters.
  • Review information, recommend solutions, and prepare proposals.
  • Address carrier questions and negotiate terms and conditions.
  • Maintain accurate documentation and complete submissions.
  • Build strong relationships with agency staff and carrier partners.
  • Support the team with market insights and placement strategies.

Benefits

  • Paid training, insurance licensing support, and paid continuing education.
  • Comprehensive benefits for eligible employees, including medical, dental, vision, disability, life, FSA/HSA, and paid maternity/paternity leave.
  • 401(k) program with access to a Certified Financial Planner.
  • Supportive team environment and one-on-one development.
  • "Dress for Your Day" environment (Mon-Fri).
  • Long-term career pathways within TRICOR's Business team and beyond.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Insurance Carriers and Related Activities

Education Level

No Education Listed

Number of Employees

251-500 employees

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