Associate Account Representative

TruStage

Associate Account Representative at TruStage supporting sales efforts through coordination, customer care, and learning under guidance. Develops sales competencies within a structured program.

Posted 5/20/2026full-timeMadison • Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $63,300 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Perform routine, structured assignments within an entry level professional role.
Develop skills and competence by learning and applying established sales processes, tools, and procedures.
Learn the sales process and develop core sales competencies over time.
Use existing procedures to resolve routine or standard issues.
Support customer care activities by coordinating with appropriate resources to resolve customer issues, process plan changes, and support new sales implementations.
Research questions and gather information on behalf of account teams and partners.
Assist with data collection and preparation of sales and renewal proposals.
Help ensure execution against established sales and service standards.
Assist with identifying, escalating, and resolving customer or process issues as needed.
Participate in broader training and development and exposure activities to support future growth in the organization.

Requirements

What you’ll need

Bachelor’s degree in Marketing, Business Administration, Insurance, or related field, or equivalent relevant professional experience.
0+ years relevant experience (1+ preferred)
Demonstrated active listening, communication, interpersonal, relationship-building, and independent problem-solving skills, along with presentation and customer service experience.
Strong organizational and follow up skills, and proficiency with technology and the ability to research, compile data, and prepare presentations.
Aptitude for sales and negotiations.
Learning agility and proven success with onsite training, e-learning, and job shadow assignments; aptitude for continuous learning and improvement.
Ability to comprehend and follow complex processes, with adaptability to changes and high volumes.
Life and Health Insurance License and P&C License (must possess or obtain within 90 days after start date in the position).
Ability to travel up to 10%.

Benefits

Comp & perks

Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales processesdata collectionproposal preparationcustomer servicenegotiationspresentation skillsproblem-solvingresearch skillsorganizational skillsfollow-up skills

Soft Skills

active listeningcommunicationinterpersonal skillsrelationship-buildingindependent problem-solvinglearning agilityadaptabilitycontinuous learningexecution against standardsteam coordination

Certifications

Bachelor’s degreeLife and Health Insurance LicenseP&C License