Senior Brokerage Services Specialist job - Madison, WI

Rural Mutual - Madison, WI

Posted ago

Become a member of our fast-paced internal brokerage operation and assist with:

  • training new employees.
  • developing ways to increase revenue.
  • Meet with agents and carriers to strengthen relationships.


  • Efficiently process agent requests to: - Identify property/casualty markets, determine bonding availability, answer coverage questions, and resolve problems.
  • Provide documents, applications and information in a prompt and helpful manner.
  • Screen new business and renewal applications, policy changes, claims notices, etc. for complete information. Ask appropriate questions to obtain necessary information.
  • Organize and present complete information to partner carriers to ensure a timely and accurate response.
  • Utilize online quoting with partner carriers when appropriate.
  • Review third party proposals and provide accurate instruction and guidelines to agent for binding coverage.
  • Review and process renewals, policy changes, claims and miscellaneous requests from carriers and agents.
  • Accurately document the Agency Management System.
  • Assist with training new employees.
  • Research and provide problem resolution.
  • Assist in developing ways to increase revenue.
  • Meet with agents and carriers to strengthen relationships.


  • Must possess current Wisconsin, North Dakota and Minnesota Property and Casualty licenses.
  • At least two years of experience in a Brokerage environment.
  • Certified Insurance Counselor Designation or comparable experience.
  • With minimal supervision, work independently and coordinate several projects at one time in a fast paced, growing brokerage operation.
  • Possess a commitment to exceptional Customer Service with attention to detail.
  • Demonstrated excellent written and oral communication skills.
  • Ability to identify important tasks and prioritize accordingly.
  • Superior organizational and time management skills.
  • Able to work in a team environment.
  • Ability to efficiently use Outlook, Chrome and Excel. Experience with AMS360 Agency Management system is preferred.
  • Must be available to work between the hours of 8:00 am to 5:00 pm.


$40,000-$45,000/yr based on experience; Salaried Position

About Rural Mutual

Rural Mutual has been recognized by the Ward Group as one of the top 50 property & casualty insurance companies in the country for the ninth consecutive year and is rated “A” with a positive outlook by AM Best.

We have also been named one of Madison Magazine’s “Best Places To Work”.

This is the kind of company you want to work for doing the kind of job you love to do…protecting people and property.

Rural Mutual places significant value in providing our policyholders best in class services, and provides competitive compensation packages for our employees.

We also provide all of the tools you need to be successful working from your home office including company vehicle and access to continued professional development and education.

Apply Now

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