Insurance Customer Service Rep

2 weeks ago

Plymouth WI, United States TRICOR Insurance Full time
Are you very customer-service oriented?

Do you have excellent administrative and organizational skills?

Can you juggle tasks and interruptions like a champ?

Do you value a job where you can stay busy and are always learning something new, yet you still have work-life balance?

Are you looking for a tight-knit team and coworkers that put teamwork & integrity first?

Would you love to join a stable and growing Midwest company?

If you answered "yes" to the above, then this may be the role for you

This Insurance Account Manager (aka Customer Service Representative) role will service our personal lines’ clients. This role plays a key part in providing high-level and proactive service to clients, while maintaining a positive client relationship with exceptional customer support. This non-sales role will manage and oversee a book of business on behalf of the producers, which includes insurance renewals, service requests, processing, and new business.

(NOTE: Candidates for this role MUST be able to work out of our Plymouth, WI office. This role has the opportunity to work hybrid after 6 months of employment in the role. Current insurance industry experience and P&C license is nice to have, but not required.)

In this Insurance Account Manager role, the expectations are as follows:

Essential Job Functions:

· Operating as a point of contact for processing, service, and support to client accounts on claims and all other customer service matters.

· Managing renewals and new business for agents and clients including applications, marketing, review of pricing, recommending solutions, preparing proposals and related documentation in our system.

· Understand and interpret carrier and vendor responses and materials to assist on behalf of clients. Develop and retain strong relationships with clients, carriers, agents, and other staff.

· Assist with client visits, renewal presentations, audits, meetings and all other service issues.

· Actively assist with new business opportunities which may include annual file reviews and cross selling opportunities.

Basic Qualifications:

· High School diploma or equivalent required

· Advanced education in related field or 2+ years of related experience or equivalent combination of education and experience

· Proficiency with MS Office software products

· Hold or must obtain an Insurance License within 30 days of employment

· Regular and predictable attendance and ability to work varied hours including overtime if required

· Ability to communicate effectively both verbally and in writing with internal and external customers

· Ability to work accurately and efficiently with multiple priorities and changing deadlines

· Work independently and willing to assist others when needed

· Ability to maintain a high level of confidentiality

· Hold a valid Driver’s License

Preferred Qualifications:

· Knowledge of insurance industry, markets, and carriers

· Experience with Applied Systems Epic software

· Current Property & Casualty license

Our Culture is built upon people who are:

Driven by knowing their most important role is to help our employee's productivity through information technology, coaching and mentoring in the technology world and to add value to their overall business success
Dedicated to giving our employees a best-in-class experience when requesting technology help in a supportive and positive fashion
Committed to continuous learning. You are the resource others look to for advice
Obsessed with accomplishing goals, and use teamwork to drive innovation

What TRICOR Offers:

A full-time career in a successful business that is actively growing and is a stable industry
Opportunities for advancement as well as a personal development plan and one-on-one coaching and mentoring
PAID training to get certified and licensed, as well as PAID continuing education and membership in relevant professional organizations
PAID maternity and paternity leave
Health, Dental, & Vision Insurance plans w/ Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Accounts
401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs
Supportive & motivating staff to help you succeed in a family atmosphere
Flexible schedule with emphasis on work-life balance
Dress for your Day work environment every day - Monday through Friday

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. To learn more about TRICOR Insurance and to apply visit our Careers page at

Come join us and find out what the best work of your career could be like

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