What are the responsibilities and job description for the Placement Specialist position at TRICOR Insurance?
Job Details
Commercial Placement Specialist
We’re looking for a Placement Specialist to join our Placement team!
TRICOR Placement Specialists provide advanced marketing and technical leadership to meet the insurance needs of moderately complex clients, assess client needs and negotiate with carriers to obtain favorable coverage and rates. Placement Specialists monitor and execute the quoting process, address carrier questions, problem solve, and negotiate terms and conditions of the transaction as well as prepare insurance proposals based on best fit for prospect/client.
Who Will Love this Job
A Teammate, you are surrounded by specialists and professionals in the industry who all strive meet client’s needs and goals together to bring the most value to the client.
A Relationship builder, you build relationships based on integrity and you treat your clients, co-workers and co-partners fairly, honestly and professionally.
A Goal setter, you continuously look for ways to improve what you do and how you do it. You evaluate your value in both skills and performance and strive to learn more and grow, set personal challenging goals and search for new opportunities to succeed.
A Servant leader, you believe what is best for your client is best for TRICOR. You are empowered to personally meet the needs of your clients.
A Giver, you give back to the communities in which you live and work. You dedicate your time, talents and money to make a difference.
What You’ll Do
- Maintain in-depth knowledge of the insurance marketplace
- Establish and maintain strong productive relationships with prospects, clients and carriers.
- Select carrier that best meets prospect/client needs
- Provide excellent, timely customer service for prospects/clients
- Data entry into Insurance data system and maintaining client records
- Timely and accurate client file documentation
- Complete & submit applications to Insurance carriers
- Promote TRICOR in community
Pay, Perks & Wins
- A full-time career in a successful family owned & operated business that is growing and secure
- Opportunities for advancement after appropriate training
- Locations in WI & IA
- We offer Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Account
- 401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs
- Competitive weekly wage & direct deposit
- We offer technical job training and one-on-one coaching/mentoring support
- There are Personal Development Plans for all positions
- Supportive & motivating staff to help you succeed in a family atmosphere
- Flexible schedule with emphasis on work-life balance
- Dress for your Day Monday -Friday
We are named in the top 100 Agencies in the United States and most recently awarded as one of the Best Places to Work in Insurance three years running in 2017, 2018 and 2019 by Business Insurance Magazine!!! This award recognizes employers for their outstanding performance in establishing workplaces where employees thrive, enjoy their work and help their companies grow.
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 apply visit our TRICOR Careers page at www.tricorinsurance.com/tricor-careers. Come join us, and find out what the best work of your career could be like!
Salary : $38,200 - $48,400
