Å˽ðÁ«´«Ã½Ó³»­

West Central Å˽ðÁ«´«Ã½Ó³»­ Services

Å˽ðÁ«´«Ã½Ó³»­ Agency Manager & Agent

Posted on Aug 22 Wisconsin - Whitehall or River Falls 1415 views

Job Title: Å˽ðÁ«´«Ã½Ó³»­ Agency Manager & Agent

Employer: West Central Å˽ðÁ«´«Ã½Ó³»­ Services

Locations: River Falls, Frederic, Butternut, Whitehall

Full-Time Hours: Monday-Friday, 40 hours/week

Employment: Regular Hire, Salary

Minimum Education Required: Licensed insurance agent with strong customer service experience in a high paced environment. Previous management of insurance agency operations and people.

Preferred Education: Bachelor's Degree or Associate's Degree with 4+ years insurance experience and insurance license.

Å˽ðÁ«´«Ã½Ó³»­ Agent & Agency Manager Job Duties:


  • Sell new insurance policies to prospects.

  • Work with existing customers to handle changes and solve problems.

  • Explain insurance policies and coverage to customers and agency staff.

  • Manage other agents and customer service staff at four total locations.

  • Build a great rapport with clients and the rest of our team.

  • Accounting and QuickBooks experience; preferably in an insurance agency.

  • Knowledge of company financials – Income Statement and Balance Sheet.

  • Process bank and ACH deposits.

  • Calculate agent commissions each month.

  • Answer the phones.

  • Work within multiple insurance company quoting systems.

  • Enter customer data in agency management system.

  • Use Outlook, Excel, Word, and Adobe daily.

  • Complete claim intake forms.

  • Apply client premium payments accurately.

  • Other duties as assigned.



Skills/Qualifications:


  • Highly organized and close attention to detail.

  • P & C insurance knowledge.

  • Proficient in Microsoft Office with strong computer skills.

  • Excellent verbal & written communication skills.

  • Problem solver / solution creator.

  • Business casual work attire.

  • Agency management (CRM) system experience.

  • Ability to prioritize and multitask.

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