Insurance

• Meets established sales goals on an annual basis.
• Utilizes Trucordia Crop Insurance sales and marketing tools to execute results-oriented activities.
• Collaborates across the Platform to grow and service the book.
• Maintains a notable book of business that aligns with our Platform's growth strategy.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Crop Insurance Agent

• Serve as a primary point of contact for clients, managing inbound and outbound communications
• Efficiently resolve inquiries to ensure a seamless and positive customer experience
• Connect with customers via phone/email/chat/social media to address their questions and/or concerns
• Calmly attempt to resolve and de-escalate any issues
• Track all call related information for auditing and reporting purposes

Seasonal Licensed Insurance Representative

• Agents operate as independent contractors, representing American Family and its products exclusively
• Responsible for your agency's overall management, sales, and growth
• Hire your team and work with them to meet the strategic business goals you set

Insurance Agent

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Work complex to intermediate payer denials requiring entry level understanding of payer reimbursement methodologies and billing guidelines
• Identify and resolve denials through research, appeal, correcting and rebilling claims
• Verify and update insurance coverage using EHR tools, payer websites, or phone calls
• Process late charges using the late charge functionality
• Generate and release complex itemized statements and medical records.
• Identify payer plan issues and work with SBO leadership to address them
• Support Lean principles of continuous improvement with energy and enthusiasm
• Deliver customer service and/or patient care in a manner promoting goodwill, timeliness, efficiency, and accuracy

Temporary Insurance Follow-up Specialist

• Own and evolve Encova’s agency automation roadmap, aligning capabilities with distribution strategy, ease-of-doing-business expectations, and market competitiveness
• Translate industry trends (IVANS, AMS platforms, raters, connectivity models) and agency feedback into clear priorities and investment recommendations
• Serve as a subject matter expert on agency technology ecosystems; influence enterprise decisions related to automation capabilities, vendor partnerships, and integration priorities
• Lead end-to-end implementation and optimization of agency automation capabilities, partnering directly with agencies, AMS providers, and connectivity vendors
• Execute and oversee key capabilities, including: download setup, validation, and stabilization, comparative rater and bridging integrations, Agency management system connectivity
• Support book roll readiness, conversions, and expansion initiatives, ensuring automation capabilities and workflows enable scalable growth
• Design and continuously improve a scalable onboarding and enablement strategy that drives adoption of automation capabilities
• Develop and maintain high-impact agency-facing and internal resources (best practices, training, job aids, communication materials)
• Partner with agent-facing teams to embed automation into agency engagement and growth strategies
• Identify and reduce friction points across onboarding, integration, and ongoing agency workflows
• Establish and monitor automation KPIs and success metrics, linking adoption to business outcomes (submission flow, efficiency, agency engagement)
• Analyze automation utilization, agency performance, and workflow gaps to drive data-informed improvements and prioritization
• Conduct ongoing needs assessments to identify capability gaps, adoption barriers, and opportunities for optimization
• Build and manage relationships with key technology and connectivity partners, ensuring performance, accountability, and innovation
• Represent Encova in industry forums, user groups, and vendor engagements to stay ahead of trends and influence future capabilities
• Lead troubleshooting and root cause analysis for agency interface issues, ensuring timely resolution and long-term fixes
• Identify and prioritize enhancement opportunities that improve agency workflows and system performance

Agency Automation Specialist – P&C Insurance

• Provide case design support through phone and Teams consultations, delivering creative, tailored solutions.
• Apply sound judgment, analytical thinking, and independence to evaluate each case and develop recommendations.
• Evaluate insurability by aligning proposed insureds with carriers and products.
• Document each interaction in the CRM system and complete timely follow-up activities for every case.
• Identify new opportunities and take appropriate action.
• Connect with top advisors to share relevant information and guidance.

Life Insurance Case Design Analyst

• Insurance Agents operate as independent contractors, representing American Family and its products exclusively
• You'll be responsible for your agency's overall management, sales, and growth
• You'll also hire your team and work with them to meet the strategic business goals you set

• Responsible for generating business through education, advisement, and enrollment in insurance plans.
• Discuss insurance plans in detail and make recommendations to complete enrollment.
• Use necessary tools such as softphones and quoting tools.

Insurance jobs in Wisconsin

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Crop Insurance Agent

Seasonal Licensed Insurance Representative

Insurance Agent

Insurance Agent, Trained

Temporary Insurance Follow-up Specialist

Agency Automation Specialist – P&C Insurance

Life Insurance Case Design Analyst

Insurance Agent

Insurance Sales Agent