1

Insurance Agent Office Manager Jobs in Wisconsin

Insurance Agent Position Summary: Banco Insurance Services is seeking an experienced and customer ... Proficiency with agency management systems and Microsoft Office applications. * Valid driver ...

next page

Showing results 1-20

Insurance Agent Office Manager information

What is the difference between Insurance Agent Office Manager vs Insurance Agent?

AspectInsurance Agent Office ManagerInsurance Agent
CredentialsLicenses required, management experienceInsurance license, sales skills
Work EnvironmentOffice management, team supervisionClient meetings, sales calls
Primary RoleOversees office operations, staff coordinationGenerates insurance policies, sells coverage

The Insurance Agent Office Manager focuses on managing the office and staff, ensuring smooth operations, while the Insurance Agent primarily engages in selling insurance policies and serving clients. Both roles require licensing, but their daily tasks and responsibilities differ significantly, with the office manager handling administrative duties and the agent focusing on sales and client relationships.

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

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

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

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

Infographic showing various Insurance Agent Office Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution.

Insurance Agent

Elkhorn, WI • On-site

First Citizens State Bank
Commercial Banking • 51 - 200 employees

Full-time

Posted 12 days ago


Job description

Description
Job Title: Insurance Agent
Position Summary:
Banco Insurance Services is seeking an experienced and customer-focused Insurance Agent to support the continued growth of our insurance operations in the Elkhorn and Palmyra markets. This individual will be responsible for developing new business, managing customer relationships, identifying insurance solutions, and delivering exceptional service to both existing and prospective clients.
The ideal candidate is a motivated insurance professional with a proven track record of sales success, strong relationship-building skills, and the ability to work collaboratively with bank staff to provide comprehensive insurance solutions.
Key Responsibilities:
• Develop and maintain a profitable book of insurance business through prospecting, referrals, and relationship management.
• Generate new business opportunities within the Elkhorn and Palmyra markets.
• Conduct insurance reviews and identify customer needs for property, casualty, and other insurance products.
• Prepare quotations, proposals, and policy recommendations.
• Service existing client accounts, including renewals, policy changes, and claims assistance.
• Build strong partnerships with bank employees to identify cross-selling opportunities and provide insurance solutions for bank customers.
• Maintain compliance with all insurance regulations, carrier requirements, and agency procedures.
• Accurately document client interactions and maintain records within agency management systems.
• Participate in community events and networking activities to promote Banco within our business locations.
• Stay current on industry trends, insurance products, and regulatory changes.
Qualifications:
Required
  • Active Wisconsin Property and Casualty (P&C) Insurance License.
  • Minimum of five (5) years of insurance sales and service experience.
  • Demonstrated success in building and maintaining a client portfolio.
  • Strong sales, communication, and customer service skills.
  • Ability to work independently and manage multiple priorities.
  • Proficiency with agency management systems and Microsoft Office applications.
  • Valid driver's license and ability to travel between market areas as needed.

Preferred
  • Active Life Insurance License.
  • Active Flood Insurance Certification/License.
  • Established connections within the Elkhorn, Palmyra, or surrounding communities.