Insurance Agency Manager & Agent

Job Title: Insurance Agency Manager & Agent

Employer: West Central Insurance Services

Locations: River Falls, Frederic, Butternut, Whitehall

Full-Time Hours: Monday-Friday, 40 hours/week

Employment: Regular Hire, Salary

Minimum Education Required: Licensed insurance agent with strong customer service experience in a high paced environment. Previous management of insurance agency operations and people.

Preferred Education: Bachelor's Degree or Associate's Degree with 4+ years insurance experience and insurance license.

Insurance Agent & Agency Manager Job Duties:

• Sell new insurance policies to prospects.


• Work with existing customers to handle changes and solve problems.


• Explain insurance policies and coverage to customers and agency staff.


• Manage other agents and customer service staff at four total locations.


• Build a great rapport with clients and the rest of our team.


• Accounting and QuickBooks experience; preferably in an insurance agency.


• Knowledge of company financials – Income Statement and Balance Sheet.


• Process bank and ACH deposits.


• Calculate agent commissions each month.


• Answer the phones.


• Work within multiple insurance company quoting systems.


• Enter customer data in agency management system.


• Use Outlook, Excel, Word, and Adobe daily.


• Complete claim intake forms.


• Apply client premium payments accurately.


• Other duties as assigned.

Skills/Qualifications:

• Highly organized and close attention to detail.


• P & C insurance knowledge.


• Proficient in Microsoft Office with strong computer skills.


• Excellent verbal & written communication skills.


• Problem solver / solution creator.


• Business casual work attire.


• Agency management (CRM) system experience.


• Ability to prioritize and multitask.