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License and Certification Requirements

  • Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

An environment that fosters growth.

A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference to our business.

We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well.

We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.

Open Positions
Eau Claire, WI

Account Manager – Employee Benefits

Job Location:

Eau Claire, WI, 54701, USA

Job Category:

Insurance Sales

Job Type:

Full-Time

Remote Type:

No

Job Description:

Spectrum Insurance Group is looking for an Employee Benefits Account Manager for our Eau Claire office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

Qualified candidates will be licensed and have 3+ years of Employee Benefits experience.

Benefits
  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Hands on Training
  • Tuition Reimbursement
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Retirement Plan
Responsibilities
  • Serves as primary contact for all day-to-day service issues and other inquiries for assigned clients
  • Acts as liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
  • Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution
  • Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information
  • Quotes, analyzes, and compares health, individual and ancillary quotes
  • Manages renewal timeline to ensure timely execution of client decisions
  • Prepares summaries of insurance, renewals, schedules, and proposals
  • Reviews client contracts and policies for accuracy
  • Supports agents with new and renewal business presentations as needed
  • Coordinates enrollment and informational meetings between client and carrier
  • Maintains agency management system with up-to-date and accurate information
  • Builds and maintains strong customer relationships through pro-active communication
  • Communicates and educates clients on latest industry trends, issues, and changes
Requirements

Required Knowledge and Skills

  • Benefits insurance industry experience with knowledge of employer group insurance marketplace
  • Practical knowledge of quoting process and tools
  • Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
  • Analytical and critical thinker with ability to conduct independent research
  • Strong organizational skills with ability to prioritize and manage a large workload
  • Excellent verbal and written communication skills
  • Ability to effectively explain complex information both verbally and in writing
  • Strong editing and proofreading skills
  • Attention to detail and ability to complete tasks with a high degree of accuracy
  • Ability to perform basic mathematical computations
  • Ability to follow existing processes, procedures, and verbal instruction
  • Ability to manage multiple priorities, accurately, efficiently, and independently

License and Certification Requirements

  • Valid WI driver’s license and acceptable driving history
  • Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin
La Crosse, WI

Customer Service Representative - Personal Lines

Job Location:

La Crosse, WI, 54603, USA

Job Category:

Customer Service Representative

Job Type:

Full-Time

Remote Type:

No

Job Description:

Spectrum Insurance Group is searching for a Customer Service Representative for the front desk in our La Crosse office. The Customer Service Representative will have personal and/or commercial lines experience.

In this role, you will work with the account manager, prepare proposals, answer incoming phone calls, greet and direct insurance office visitors, enter change requests and endorsements, and maintain our agency management system with current information.

Qualified candidates will hold their Property & Casualty License and have a minimum of 1-3 years of personal or commercial lines experience.

Benefits
  • Full-Time
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life insurance
  • Flexible Spending Accounts
  • Short and Long Term Disability
  • Accident and Critical Illness Insurance
  • Long Term Care Insurance
  • Identity Theft Protection
  • Paid Holidays
  • Paid Time Off
  • 401K Plan
Responsibilities
  • Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
  • Prepares proposals and renewal summaries
  • Maintains agency management system with up-to-date and accurate data
  • Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
  • Prepares certificates, binders, surety bonds and general correspondence
  • Completes MVR requests and trucking certificates according to scheduled rotation
  • Administers change requests and endorsements
  • Answers incoming phone calls, greets and assists agency visitors
  • Acts as primary and/or secondary back-up to front desk receptionist, if applicable

Administrative

  • Organizes tasks and resources to complete work and meet deadlines according to established procedures
  • Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
  • Responds to incoming phone calls and emails promptly and effectively
  • Performs basic office functions including emailing, filing, scanning, copying, and faxing

Customer Service

  • Delivers exceptional customer service according to Spectrums Customer Service Standards with a goal of exceeding customer expectations with every interaction
  • Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
  • Answers customer questions and resolves complaints in a timely and efficient manner
  • Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and/or vendors
Requirements

Education and/or Work Experience Requirements
High School diploma or equivalent required. Associates or Bachelors degree preferred. Work experience required to perform this job satisfactorily is typically acquired through a minimum of one-year insurance industry experience in personal and/or commercial lines.

Required Knowledge and Skills

  • Excellent verbal and written communication skills
  • Strong analytical thinking and organizational skills
  • Ability to interact professionally and effectively with customers and team members
  • Proficient computer skills including the ability to document and access information
  • Ability to follow existing processes, procedures, and verbal instruction
  • Ability to manage multiple priorities, accurately, efficiently, and independently
  • Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

  • Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Slinger, WI

Customer Service Representative - Personal Lines

Job Location:

Slinger, WI, 53086, USA

Job Category:

Insurance Sales

Job Type:

Full-Time

Remote Type:

No

Job Description:

Spectrum Insurance Group is looking for a Personal Lines Account Manager for our Slinger office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

Qualified candidates will be licensed and have 3+ years of personal lines experience.

Benefits
  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Hands on Training
  • Tuition Reimbursement
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Retirement Plan
  • Evenings Off
Requirements

Required Knowledge and Skills

  • Knowledge of insurance products, rating, and underwriting procedures
  • Practical knowledge of quoting process and tools
  • Excellent verbal and written communication skills
  • Strong analytical thinking, business acumen, and organizational skills
  • Proficient computer skills including the ability to document and access information
  • Ability to follow existing processes, procedures, and verbal instruction
  • Ability to manage multiple priorities, accurately, efficiently, and independently
  • Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

  • Valid WI driver’s license and acceptable driving history
  • Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Responsibilities
  • Prepares submissions and markets new/renewal business to appropriate carriers
  • Responds to all day-to-day inquiries and service issues for assigned clients
  • Provides coverage recommendations and collects exposures from clients and prospects
  • Maintains agency management system with up-to-date and accurate information
  • Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
  • Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
  • Quotes, analyzes, compares, and recommends coverage options for clients
  • Manages renewal timeline to ensure timely execution of client decisions
  • Prepares summaries of insurance, renewals, schedules, and proposals
  • Reviews client contracts and policies for accuracy
  • Supports Agents with new and renewal business presentations as needed
  • Builds and maintains strong customer relationships through pro-active communication
  • Communicates and educates clients on latest industry trends, issues, and changes
  • Attends client meetings as required
Wausau, WI

Account Manager – Commercial Lines

Job Location:

Wausau, WI, 54403, USA

Job Category:

Insurance Sales

Job Type:

Full-Time

Remote Type:

No

Job Description:

Spectrum Insurance Group is looking for a Commercial Lines Account Manager for our Wausau office. The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.

Qualified candidates will be licensed and have 3+ years of commercial experience.

Benefits
  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Hands on Training
  • Tuition Reimbursement
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Retirement Plan
  • Evenings Off
Responsibilities
  • Primary contact for all day-to-day service issues and other inquiries for assigned clients.
  • Act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
  • Track, manage and document open issues keeping the client and agent informed on status and resolution.
  • Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
  • Quote, analyze and compare health, individual and ancillary quotes.
  • Manage renewal timeline to ensure timely execution of client decisions.
  • Prepare summaries of insurance, schedules, and proposals as needed for account review.
  • Review client contracts and policies for accuracy.
  • Support Agents as needed with new and renewal business presentations.
  • Coordinate enrollment and information meetings between client and carrier.
  • Maintains and updates agency management system.
  • Builds relationship with clients through pro-active communications.
  • Communicates and educates clients on latest trends, concerns and changes in the industry.
Requirements

Required Knowledge and Skills

  • Knowledge of insurance products, rating, and underwriting procedures
  • Practical knowledge of quoting process and tools
  • Excellent verbal and written communication skills
  • Strong analytical thinking, business acumen, and organizational skills
  • Proficient computer skills including the ability to document and access information
  • Ability to follow existing processes, procedures, and verbal instruction
  • Ability to manage multiple priorities, accurately, efficiently, and independently
  • Attention to detail and ability to complete tasks with a high degree of accuracy

License and Certification Requirements

  • Valid WI driver’s license and acceptable driving history
  • Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
Application

We are passionate about serving our clients, developing our professionals and giving back to our communities. If you are a committed professional with a passion for delivering unparalleled service, we are interested in hearing from you.

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Company Benefits

Join our team and enjoy these benefits as you take your career to the next level!

  • 401(k)
  • Dental
  • Vision
  • Medical
  • Paid Vacation
  • Paid Holidays
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