Baer Insurance Employment Opportunity – Madison, WI

Small Business Specialist

Baer Insurance is a well-established, independent insurance agency on Madison’s West Side looking to grow our team. As a Small Business Specialist, you will have the opportunity to manage your own book of business, from servicing current clients to writing new accounts.

Key Responsibilities include:

  • Responding to client needs promptly and efficiently
  • Preparing and processing renewals in a timely and accurate manner
  • Developing and maintaining strong working relationships with both clients and vendors
  • Identifying and communicating insurance coverage requirements and suggestions
  • Independently managing a book of business
  • Responding to new business referrals and inquiries– including quoting, proposing and onboarding new clients

Required Experience:

  • Proficiency with computer programs including agency management systems, Outlook, PowerPoint, Excel, and Word
  • Professional communication skills, both written and verbal

Preferred Experience:

  • WI Property and Casualty Insurance License preferred
  • Prior experience in Commercial Lines insurance preferred

Benefits:

  • Full medical and dental insurance, including H.S.A. options for medical
  • 401(k) with company match
  • FSA
  • Long-term and short-term disability
  • Generous paid time off

Job Type: Full-time

  • Flexible Scheduling
  • Salary plus Bonus’ available