Insurance Agent - Eau Claire, WI

Insurance Agent - Eau Claire, WI

We help individual educators identify their financial goals and develop plans to achieve them. Our solutions include auto insurance, homeowners insurance, life insurance and retirement solutions.

We are seeking an experienced Insurance Agent to serve a specialized educator market while assuming an existing book of business with in-force policies and renewals. As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding relationships with educators, ensuring they have the right insurance solutions tailored to their unique needs while also providing access to valuable no-cost programs and resources.

Key Responsibilities :

• Assume and grow an established book of business consisting primarily of educators and school employees.
• Retain and renew existing policies while ensuring customer satisfaction and long-term relationships.
• Generate new business through referrals, school partnerships, and networking within the education sector.
• Identify cross-selling and upselling opportunities to offer additional protection, such as life and retirement products.
• Educate clients on their coverage options, policy benefits, and financial protection strategies tailored for educators.
• Share Value-Added Programs
• Student Loan Solutions to help educators navigate loan repayment options.
• Financial Wellness Workshops to support long-term financial planning.
• Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for essential classroom resources.

Qualifications :

Compensation & Benefits :

Why Join Us?

If you're a dedicated insurance professional looking for a specialized, relationship-driven opportunity in the educator market, we'd love to hear from you!