Job Description

We are in search of a talented individual to play a vital role in ensuring the precision and effectiveness of our insurance agency training and automation procedures. Become a part of a flourishing organization that has consistently been acknowledged as a premier workplace in Madison. If you are seeking a position where you can have an immediate influence and advance in your career, we encourage you to promptly submit your application. You will be working in a collaborative setting at our office on the west side of Madison, with the possibility of a hybrid work arrangement in the future. Responsibilities:

• Accurately and timely prepare and distribute daily, weekly and monthly sales reports to District Managers.
• Assist District Managers with quarterly meeting set-up, arrangements, presentations and content.
• Assist District Managers with correspondence by preparing letters and emails to agents regarding contract status, agency reminders and progress information on review program, sales activity etc.; assist with contest tracking; processing vacation requests for financed agents; agency paperwork for LLC or INC changes; new assistant paperwork and system access; assist with gathering client reports for Financed to Career changes and complete career agent checklist; new agent on-boarding paperwork.
• Complete tasks associated with policy transfers, reassignments, and completion of Weekly Agent Change logs.
• Review agent appoints on OCI Website according to schedule.
• Provide coverage on ACD line to assist DM, agents and assistants with daily change requests, workflow questions and assistance with online payment processing (Web, RDC, CSS).
• Assist with the organizing, planning and presenting of various forms of onboarding and skills training for employees.
• Assist in evaluating training and automation program effectiveness through assessments, surveys & feedback.
• Help agents and assistants improve upon or enhance existing skills.
• Maintains confidentiality and protects operations by providing service and keeping information confidential.
• Perform other duties as assigned.

Qualifications:

• Strong interpersonal communication skills.
• Demonstrates adaptability by approaching situations in real time to match the shifting demands of different circumstances.
• Proven ability to work in a self-motivated environment.
• Understanding of basic accounting principles.
• Proven ability to multi-task and meet deadlines.
• Knowledge and understanding of insurance business and products.
• Experience working with Rural Mutual systems and products beneficial.
• Experience presenting information in reports, graphs, written and oral formats.
• Proven ability to work with Microsoft Office products (i.e. Excel, Word, TEAMS, PowerPoint).
• Bachelor’s degree in a related field or equivalent experience preferred.
• Participation in industry-related programs such as IIA etc. preferred.
• Property & Casualty license preferred.
• Bilingual abilities (Spanish, Hmong, etc.) a plus.

About Company: What You'll Love About Rural Mutual Insurance: We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff, our agents, and our customers. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference through the work that we do. We believe in a healthy work/life balance and to that end offer a competitive and comprehensive compensation package including health, dental, life, LTD, and vision insurance as well as an employee bonus plan, matching 401(k) plan, and generous time off benefits.

Job Tags

Contract work, Immediate start, Shift work,

Similar Jobs