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Digital Insurance Agent Jobs in Wisconsin (NOW HIRING)

Jewelers Mutual Group

Customer Care Sales Agent

Neenah, WI · On-site

$16 - $21.25/hr

... insurance quotes and coverage over the phone (inbound and outbound calls) in our contact center ... Customer Care Agents also use digital communications to correspond with new and prospective ...

Jewelers Mutual Group

Customer Care Sales Agent

Neenah, WI · On-site

$16 - $21.25/hr

... insurance quotes and coverage over the phone (inbound and outbound calls) in our contact center ... Customer Care Agents also use digital communications to correspond with new and prospective ...

BANK FIRST

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

... Insurance Agent). * Verify legal entity names and review organizational documents to confirm ... Enter newly booked loans into the bank's digital banking platform for online access. * Review and ...

BANK FIRST

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

... Insurance Agent). * Verify legal entity names and review organizational documents to confirm ... Enter newly booked loans into the bank's digital banking platform for online access. * Review and ...

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All JobsDigital Insurance Agent JobsDigital Insurance Agent Jobs in Wisconsin

Digital Insurance Agent information

What is a digital insurance agent?

A Digital Insurance Agent is a licensed professional who sells and manages insurance policies primarily through online platforms and digital communication tools. Unlike traditional agents who rely on face-to-face meetings, digital agents use websites, email, chat, and video calls to interact with clients. Their role involves recommending coverage options, answering customer questions, and streamlining the application and claims process using technology. Digital Insurance Agents often work for insurance companies, digital brokerages, or as independent contractors. Their digital approach makes insurance services more accessible and efficient for clients.

What are the key skills and qualifications needed to thrive as a digital insurance agent?

To thrive as a Digital Insurance Agent, you need a solid understanding of insurance products, sales techniques, and regulatory compliance, often supported by a relevant license. Familiarity with customer relationship management (CRM) software, digital communication platforms, and online quoting tools is typical for the role. Strong interpersonal skills, digital literacy, and the ability to build trust remotely set top performers apart. These skills enable agents to effectively engage clients, streamline processes, and deliver personalized service in a digital-first insurance environment.

What are some common challenges faced by digital insurance agents, and how can they be addressed?

Digital Insurance Agents often face challenges such as adapting to rapidly changing technology platforms, maintaining strong client relationships without in-person meetings, and staying up-to-date with evolving insurance products. To overcome these, agents should invest time in ongoing training, utilize digital communication tools to foster trust with clients, and collaborate closely with their team for knowledge sharing. Proactively engaging with clients through personalized digital interactions and leveraging CRM systems can also help strengthen client loyalty and streamline workflows.

What is the difference between Digital Insurance Agent vs Insurance Broker?

AspectDigital Insurance AgentInsurance Broker
CredentialsMay require insurance licenses, certifications in digital salesLicensed insurance broker, often with broader certifications
Work EnvironmentOnline platforms, digital tools, remote workOffice-based or remote, client meetings, broker offices
Employer & Industry UsageInsurance companies, online agencies, insurtech firmsIndependent or agency-based, multiple insurance providers
Search & Comparison IntentCustomer-focused, digital sales, policy recommendationsClient advocacy, policy comparison across providers

While both roles involve selling insurance policies, a Digital Insurance Agent primarily operates online, leveraging digital tools to reach customers and sell policies. An Insurance Broker acts as an intermediary, offering clients a range of policies from different providers, often through in-person or traditional channels. Understanding these differences helps consumers and professionals choose the right role or service for their needs.

What are popular job titles related to Digital Insurance Agent jobs in Wisconsin?

For Digital Insurance Agent jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Digital Insurance Agent jobs in Wisconsin look for?

The top searched job categories for Digital Insurance Agent jobs in Wisconsin are:

What cities in Wisconsin are hiring for Digital Insurance Agent jobs?

Cities in Wisconsin with the most Digital Insurance Agent job openings:

Digital Insurance Agent jobs near you

Customer Care Sales Agent

Jewelers Mutual Group

Neenah, WI • On-site

$16 - $21.25/hr

Other

Retirement, PTO

Posted 26 days ago

Job description

Summary:Customer Care Agents respond to inquiries from prospective policyholders and provide personal jewelry insurance quotes and coverage over the phone (inbound and outbound calls) in our contact center. Customer Care Agents also use digital communications to correspond with new and prospective policyholders.
Anticipated start date: August 31, 2026
Why Jewelers Mutual:
Since 1913 we've been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry's most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
We're dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.
Here, you'll:
  • Move fast and embrace change
  • Always look for better ways
  • Grow, thrive, and help shape what's next
Join us and be part of a culture where you can make an impact while building your future.
What You'll Do:
  • Delivers an exceptional customer sales experience by possessing knowledge of Jewelers Mutual and our products, surpassing competitors with exceptional customer care.
  • Addresses inquiries from potential policyholders, delivers personalized quotes and coverage for jewelry insurance through inbound calls. All leads are inbound driven.
  • Utilizes omni channels to communicate with new and potential policyholders.
  • Utilizes dual screens and multiple programs to efficiently handle customer interactions.
  • Maintains consistency in adhering to all customer sales performance metrics.
  • Opportunity for additional project work.
  • Regular attendance, punctuality, and adherence to agreed-upon schedule of availability are conditions of employment.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
What You'll Bring:
Minimum Qualifications:
  • High School Diploma or GED
  • Property/Casualty Insurance Agent License or the ability to obtain within 30 days from hire
  • Proficiency in Microsoft Office and Outlook
  • Proficiency in typing and navigating multiple systems and screens simultaneously.
Preferred Qualifications:
  • 1- 3 years sales or customer service experience preferred.
  • A mindset characterized by a strong curiosity, a preference for fast-paced environments, and a keen sense of urgency.
Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer.
  • Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.
What We Offer You:
  • Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
  • Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
  • Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
  • Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting jmrecruiting@jminsure.com.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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