Job Description

Protecting our policyholders’ dreams, passions, and livelihoods has a direct impact on the communities we serve. We work towards excellence, conduct ourselves with high integrity, and take our work seriously, but not ourselves. Small Details. Big Difference. Find out how you can make a difference with a career at Society.

Do you specialize in property & casualty insurance with an emphasis on commercial lines? Do you thrive working within a competitive sales and independent agency environment? Society Insurance is seeking a highly motivated and results-oriented Inside Sales Representative to help drive business growth in a Wisconsin territory. You will collaborate closely with our inside sales, marketing, agency, and underwriting departments, along with our external independent agencies. You will play a key role in contributing to the company’s success in the competitive commercial insurance market. If you have commercial-lines experience, an independent agency network, and excel working both virtually as well as in the field, Society wants to hear from you!

About the Role

• Assists underwriting in retaining current book and generates new profitable business growth through assigned agents.
• Develops and strengthens relationships with our current agency force, Society employees, and associations.
• Ensures superior customer service by providing follow-up on any function or service we provide.
• Resolves customer service problems.
• Assists in collecting on past-due agency accounts.
• Assists agents with risk selection and marketing of company products/services to ensure the right decisions are being made and the information regarding Society is available.
• Reviews pending quotes and applications.
• Reviews state agency force for production and profitability. Terminates and prospects agencies as needed to achieve production and profitability goals.
• Works to build and maintain a consistent pipeline of new business opportunities and assists the underwriting team closing desirable business accounts.
• Gathers information on the competition from agent and department of insurance to ensure company is providing the best products/services possible. Makes recommendations to management regarding this information and workflow as needed.
• Trains and informs agency personnel on company procedures, products, services, automation, and underwriting guidelines.
• Understands agency-management operations and collaborates closely with Agency Services to provide an excellent experience to our customers and provide high-level technical support.
• Researches and recommends business solutions for maximum return on investment and ease of use to the end customer and provides input with and assists with decision making prioritization of technological needs.
• Supports agency force on items related to Society’s Sales and Marketing technology systems. Provides technical assistance and training via phone, virtual, or in-person consultation.

About Yo u

• You are approachable, relate well with others, and can gain the trust of others.
• You are motivated, customer focused, and dedicated to meeting customer expectations.
• You are composed, cool under pressure, and can negotiate/settle differences without damaging relationships.
• You have excellent communication and persuasive skills.
• You have a strong business acumen and you understand strategies in the marketplace.
• You are competitive, diplomatic, and establishes rapport and trust quickly.
• You enjoy using logic and analysis to solve difficult problems.

What it Will Take

• Bachelor’s degree.
• 3+ years professional experience working at Society Insurance – OR – 3+ years with either agency experience or carrier experience.
• Residence location within the assigned territory.
• Ability to travel approximately 15% within the assigned territory.
• Valid driver’s license and satisfactory driving record.
• CPCU or CIC insurance designation highly desirable.
• Commercial underwriting experience highly desirable

What Society Can Offer

• Comprehensive Benefits Package: Salary with bonus plan; health, dental, life, and vision insurance
• Retirement: Traditional or Roth 401(k) Defined Contribution Plan PLUS Profit-Sharing Plan
• Work-Life Balance: Company-paid holidays; flexible scheduling; PTO; telecommuting options
• Education: Career Coaching; company-paid courses; student loan and tuition reimbursement
• Community: Charitable Match; paid volunteer time; team sponsorships
• Wellness: Employee Assistance Program; wellness initiatives/rewards; health coaching; and more

Society Insurance prohibits discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws. Society Insurance also provides reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws.

Society Insurance is a drug-free workplace. Any candidate who receives an offer of employment from Society will be required to undergo a pre-employment drug test for controlled substances. All offers of employment are contingent upon successful completion of the pre-employment drug test, which is conducted in accordance with Society’s substance abuse policy.

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