Top 412 Client specialist Jobs in Madison, Wi

Commercial Lines Insurance Carrier Placement Specialist
TRICOR Insurance —Madison, WI
- Full-time
- Hybrid work
- High school diploma or GED
- In-person
- Communication skills
- Paid training
- Health insurance
Senior Client Support Specialist
One Community Bank —McFarland, WI
- Full-time
- Mid-level
- Organizational skills
- In-person
- Disability insurance
- Health insurance
Quick Apply
Client Experience Training and Development Specialist
One Community Bank —McFarland, WI
- Full-time
- Mid-level
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
6d
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
Client Care Specialist
Madison Veterinary Specialists —Monona, WI
- Part-time
- Mid-level
- High school diploma or GED
- Patient care
- Health insurance
- Flexible spending account
Quick Apply
Patient Service Specialist
Concentra —Madison, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Commuter assistance
- Disability insurance
10d
Customer Care Specialist
Pellitteri Waste Systems Inc —Madison, WI
- $24.00 - $24.50 an hour
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
Client Services Specialist
University of Wisconsin–Madison —Madison, WI
- $20 an hour
- Online Application
- High school diploma or GED
- Criminal background check
- US work authorization
- Continuing education credits
- Health insurance
1h
Reimbursement Specialist
UW Health —Middleton, WI
- $20.69 - $28.01 an hour
- Part-time
- Hybrid work
- Clinic experience
- Mid-level
- Finance
- Paid parental leave
- Health insurance
Jr. Marketing Specialist
The Digital Ring —Madison, WI
- Full-time
- Remote
- Communication skills
- Entry level
Leave Specialist (Remote)
LEARN Behavioral —Madison, WI
- $32 - $35 an hour
- Full-time
- Remote
- Working with individuals with disabilities
- Ability to walk for extended periods
- Mid-level
- Paid holidays
- 401(k)
5d
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Licensed Certified Veterinary Technician - Behavior Focus
Four Lakes Veterinary Clinic —Monona, WI
- $24 - $28 an hour
- Full-time
- High school diploma or GED
- Surgery
- In-person
- Health insurance
- Dental insurance
Quick Apply
Golf Sales Specialist (Madison, WI)
CLUB CHAMPION LLC —Madison, WI
- $19.23 - $24.04 an hour
- Mid-level
- Ability to lift 50 pounds
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
Examiner Physician Assistant
Loyal Source —Madison, WI
- $153,441 - $219,441 a year
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- Military
Quick Apply
Retailer Relationship and Execution Specialist
ACO-US —Madison, WI
- $17.98 - $22.11 an hour
- Full-time
- Microsoft Outlook
- Sales
- Merchandising
- Health insurance
- Dental insurance
Quick Apply
AV Commissioning & Service Specialist
Fearing's Audio Video Security —Madison, WI
- From $70,000 a year
- Full-time
- Background check
- Clean driving record
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Inside Sales & Rental Specialist - Construction Equipment
Skidloaders Plus LLC —DeForest, WI
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Continuous improvement
- Contracts
- Paid training
- Health savings account
Quick Apply

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client specialist jobs near madison, wi

Commercial Lines Insurance Carrier Placement Specialist

TRICOR Insurance -
Madison, WI

Apply Now

Job Details

Full-time

Benefits

Paid training
Health insurance
Dental insurance
Financial planning services
Paid time off
Vision insurance
401(k) matching

Qualifications

High school diploma or GED

Full Job Description

The Insurance Placement Consultant plays a critical behind-the-scenes role in supporting TRICOR’s insurance operations. This non-sales position focuses on collaborating with internal sales agents and external insurance carriers to coordinate quotes, facilitate policy placements, and ensure seamless transactions. This role is ideal for someone who enjoys organization, accuracy, and teamwork in a non-client-facing setting.

Why TRICOR, LLC.
TRICOR, LLC. is a leading provider of insurance solutions committed to excellence in client service and employee development. We foster a collaborative, inclusive workplace that empowers individuals to grow professionally while maintaining work-life balance. As a stable and growing Midwest company, TRICOR is the perfect environment for someone looking to make an impact in a supportive and integrity-driven culture.

What You Will Do

Coordinate with internal sales agents to receive client information and requirements (25%)
Work with insurance carriers and underwriters to obtain quotes and negotiate terms (25%)
Manage proposal preparation, documentation, and carrier follow-up processes (25%)
Maintain accurate records in insurance systems and ensure timely data entry and documentation (15%)
Support internal teams with questions, issue resolution, and promote TRICOR in the community (10%)

Who Succeeds in These Roles?
Successful candidates possess the following core competencies:

Attention to Detail: Accuracy is essential in reviewing, processing, and entering insurance information.
Team Collaboration: You work well in a team environment and value supporting others.
Problem Solving: You are resourceful and proactive in addressing carrier inquiries and resolving issues.
Communication: Strong written and verbal skills to interact professionally with carriers and team members.
Adaptability: Comfortable using technology, managing multiple tasks, and maintaining organization in a dynamic environment.

What We Offer

Full-time position in a stable, growing company
Paid training, licensing, and continuing education
Competitive salary with performance-based incentives
Comprehensive benefits: health, dental, vision, life
401(k) with employer match and financial planning support
PTO
Flexible scheduling and hybrid work options
Supportive and inclusive company culture

Who Should Apply?

We encourage candidates who meet the following qualifications to apply:

High School diploma or equivalent required
Previous insurance industry experience
Strong organizational and time management skills
Tech-savvy with proficiency in MS Office and ability to learn new systems
Excellent interpersonal, problem-solving, and communication skills
Insurance license (or willingness to obtain one within 90 days of employment)

Preferred Qualifications:

Familiarity with Applied Systems Epic or similar insurance platforms
Prior experience working with insurance carriers or underwriting teams
Prior experience working within quoting platforms

If you’re looking for a fulfilling, non-sales insurance career where integrity, teamwork, and personal development are valued, we invite you to apply for the Insurance Placement Specialist position at TRICOR, LLC.

We value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented backgrounds and different industries to apply. To learn more about TRICOR Insurance and to apply visit our Careers page at www.tricorinsurance.com/tricor-careers.

Come join us and find out what the best work of your career could be like!

Apply Now

Refine Your Search

client specialist jobs in madison, wi

Commercial Lines Insurance Carrier Placement Specialist

Senior Client Support Specialist

Client Experience Training and Development Specialist

Client Specialist

Client Care Specialist

Patient Service Specialist

Customer Care Specialist

Client Services Specialist

Reimbursement Specialist

Jr. Marketing Specialist

Leave Specialist (Remote)

Financial Advisor - Madison and Surrounding Areas

Licensed Certified Veterinary Technician - Behavior Focus

Golf Sales Specialist (Madison, WI)

Examiner Physician Assistant

Retailer Relationship and Execution Specialist

AV Commissioning & Service Specialist

Financial Advisor - Madison and Surrounding Areas

Financial Advisor - Madison and Surrounding Areas

Inside Sales & Rental Specialist - Construction Equipment

I want to receive the latest job alert for client specialist in madison, wi

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