Personal Insurance Risk Manager Outside Sales

TRICOR Insurance•Madison, WI
•Onsite

About The Position

TRICOR Insurance is seeking a Personal Insurance Risk Manager - Outside Sales to join their growing team in Madison, WI. This role involves building relationships, helping clients find the right insurance solutions, and driving growth through new client acquisition and account development. The position serves as a trusted advisor to individuals and families, protecting their assets while expanding the agency's client base.

Requirements

  • Sales, business development, customer service, or relationship management experience
  • Strong communication and relationship-building skills
  • Consultative approach to identifying needs and delivering solutions
  • Self-driven/Goal Oriented with excellent organization and time-management abilities
  • Ability to obtain insurance licenses

Nice To Haves

  • Insurance experience preferred
  • Property & Casualty license preferred

Responsibilities

  • Develop new business through referrals, networking/centers of influence and community involvement
  • Build trusted relationships with clients and prospects
  • Assess insurance needs and recommend customized coverage solutions
  • Conduct insurance reviews and identify account rounding opportunities
  • Present proposals and collaborate with carrier partners to secure competitive options
  • Partner with service team members to deliver an exceptional client experience
  • Achieve production goals while contributing to agency growth

Benefits

  • Medical, Dental, Vision, and Life Insurance
  • Short-Term and Long-Term Disability
  • Critical Illness and Voluntary Life Insurance
  • 401(k) with Company Match
  • Paid Time Off
  • Training, coaching, and professional development
  • Support obtaining insurance licenses and industry designations
  • Career growth opportunities
  • Collaborative and team-oriented culture
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