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Preferred Risk Insurance Jobs in Wisconsin (NOW HIRING)

Ascension

Director of Patient Safety

Glendale, WI

$138K/yr

Other benefits: optional legal and pet insurance, transportation savings and more How you'll make ... Risk Management preferred. Education: * High School diploma equivalency with 5 years of applicable ...

First Weber Realtors

Insurance Producer

Brookfield, WI · On-site

As a key player on our high-performing team, you'll assess client risk, deliver customized coverage ... Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred.

Ascension

Director of Patient Safety

Glendale, WI

Risk Management preferred. Education: * High School diploma equivalency with 5 years of applicable ... Benefits Paid time off (PTO)Various health insurance options & wellness plansRetirement benefits ...

First Weber Realtors

Insurance Producer

Brookfield, WI · On-site

As a key player on our high-performing team, you'll assess client risk, deliver customized coverage ... Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred.

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Preferred Risk Insurance information

What are the key skills and qualifications needed to thrive as a Preferred Risk Insurance Underwriter, and why are they important?

To thrive as a Preferred Risk Insurance Underwriter, you need a solid understanding of risk assessment, insurance policies, and underwriting principles, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with underwriting software, industry databases, and insurance regulations is crucial, and professional certifications like CPCU or AU are often preferred. Strong analytical thinking, attention to detail, and effective communication are vital soft skills for evaluating applications and collaborating with agents or clients. These skills ensure accurate risk evaluation, profitable decision-making, and regulatory compliance within the insurance industry.

What are some common challenges faced by professionals working in Preferred Risk Insurance, and how can they effectively address them?

Professionals in Preferred Risk Insurance often face the challenge of accurately assessing and underwriting applicants who fall within favorable risk categories, while ensuring compliance with regulatory standards. Balancing competitive pricing with profitability is another key challenge, as is staying updated on evolving risk factors and industry trends. To address these issues, it's important to maintain strong analytical skills, foster clear communication with underwriting and sales teams, and regularly participate in training sessions or industry seminars. Collaboration with actuaries and claims specialists is also essential to ensure consistent risk evaluation and policy management.

What is Preferred Risk Insurance?

Preferred Risk Insurance refers to insurance policies offered to individuals or businesses that are considered low risk by insurance companies. These policyholders typically have a favorable claims history, good credit, and other positive risk factors, which can result in lower premiums and better coverage options. Preferred risk categories exist in various types of insurance, including auto, home, and life insurance, and are used by insurers to reward responsible customers. Being classified as a preferred risk can help you save money and access more comprehensive insurance products.

What is the difference between Preferred Risk Insurance vs Commercial Insurance Agent?

AspectPreferred Risk InsuranceCommercial Insurance Agent
CredentialsLicenses required, often with specific state certificationsSame licenses, may require additional certifications for commercial policies
Work EnvironmentPrimarily office-based, handling personal insurance policiesOffice and client meetings, handling business and commercial policies
Industry UsageUsed by insurance companies to classify low-risk clientsUsed by agents to sell various insurance products, including commercial policies

Preferred Risk Insurance typically refers to clients or policies with lower risk profiles, often handled by agents specializing in personal insurance. Commercial Insurance Agents focus on selling policies for businesses, which usually involve higher risks. While both roles require licensing and industry knowledge, Preferred Risk Insurance emphasizes low-risk personal policies, whereas Commercial Insurance Agents deal with business-related coverage.

What are popular job titles related to Preferred Risk Insurance jobs in Wisconsin? For Preferred Risk Insurance jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Preferred Risk Insurance jobs in Wisconsin look for? The top searched job categories for Preferred Risk Insurance jobs in Wisconsin are:
What cities in Wisconsin are hiring for Preferred Risk Insurance jobs? Cities in Wisconsin with the most Preferred Risk Insurance job openings:
Preferred Risk Insurance jobs near you
Insurance Producer

Insurance Producer

HomeServices Insurance, Inc.

Brookfield, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Step into a dynamic, client-focused role at HomeServices Insurance (HSI)—a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks.

Job Duties and Responsibilities (Essential Job Functions)   

  1. Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (6575%)
  2. Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%)
  3. Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%)
  4. Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%)
  5. Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (0-5%)
  6. Ensure license remains current to include taking CEUs as needed in a timely manner. (0-5%)
  7. Perform any additional responsibilities as requested or assigned. (0-5%)

Performance Expectations  

  • Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
  • Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
  • Establish and maintain positive and productive work relationships with all staff, customers and business partners.
  • Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
  • Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications  

Education: 

  • Associate’s degree or equivalent work experience and knowledge; bachelor’s degree preferred.

Experience:

  • Two years’ successful personal lines insurance sales experience.

Knowledge and Skills: 

  • Excellent sales and marketing skills.
  • Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
  • Working knowledge of risk assessment and risk management techniques.
  • Excellent analytical, problem-solving and decision-making skills.
  • Excellent oral, written and interpersonal skills.
  • Excellent automation, time management, and organizational skills.
  • Knowledge of real estate, title, and/or mortgage businesses preferred.
  • Appropriate state agent/broker personal lines insurance license.

Language for all company’s posting Onsite/ or without pay transparency policy:

We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

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