We are in search of a talented individual to play a vital role in ensuring the precision and effectiveness of our insurance agency training and automation procedures. Become a part of a flourishing organization that has consistently been acknowledged as a premier workplace in Madison. If you are seeking a position where you can have an immediate influence and advance in your career, we encourage you to promptly submit your application. You will be working in a collaborative setting at our office on the west side of Madison, with the possibility of a hybrid work arrangement in the future. Responsibilities: • Accurately and timely prepare and distribute daily, weekly and monthly sales reports to District Managers. • Assist District Managers with quarterly meeting set-up, arrangements, presentations and content. • Assist District Managers with correspondence by preparing letters and emails to agents regarding contract status, agency reminders and progress information on review program, sales activity etc.; assist with contest tracking; processing vacation requests for financed agents; agency paperwork for LLC or INC changes; new assistant paperwork and system access; assist with gathering client reports for Financed to Career changes and complete career agent checklist; new agent on-boarding paperwork. • Complete tasks associated with policy transfers, reassignments, and completion of Weekly Agent Change logs. • Review agent appoints on OCI Website according to schedule. • Provide coverage on ACD line to assist DM, agents and assistants with daily change requests, workflow questions and assistance with online payment processing (Web, RDC, CSS). • Assist with the organizing, planning and presenting of various forms of onboarding and skills training for employees. • Assist in evaluating training and automation program effectiveness through assessments, surveys & feedback. • Help agents and assistants improve upon or enhance existing skills. • Maintains confidentiality and protects operations by providing service and keeping information confidential. • Perform other duties as assigned. Qualifications: • Strong interpersonal communication skills. • Demonstrates adaptability by approaching situations in real time to match the shifting demands of different circumstances. • Proven ability to work in a self-motivated environment. • Understanding of basic accounting principles. • Proven ability to multi-task and meet deadlines. • Knowledge and understanding of insurance business and products. • Experience working with Rural Mutual systems and products beneficial. • Experience presenting information in reports, graphs, written and oral formats. • Proven ability to work with Microsoft Office products (i.e. Excel, Word, TEAMS, PowerPoint). • Bachelor’s degree in a related field or equivalent experience preferred. • Participation in industry-related programs such as IIA etc. preferred. • Property & Casualty license preferred. • Bilingual abilities (Spanish, Hmong, etc.) a plus. Compensation: $45,000-$50,000 year paid on an hourly basis.

• Accurately and timely prepare and distribute daily, weekly and monthly sales reports to District Managers.   • Assist District Managers with quarterly meeting set-up, arrangements, presentations and content. • Assist District Managers with correspondence by preparing letters and emails to agents regarding contract status, agency reminders and progress information on review program, sales activity etc.; assist with contest tracking; processing vacation requests for financed agents; agency paperwork for LLC or INC changes; new assistant paperwork and system access; assist with gathering client reports for Financed to Career changes and complete career agent checklist; new agent on-boarding paperwork. • Complete tasks associated with policy transfers, reassignments, and completion of Weekly Agent Change logs. • Review agent appoints on OCI Website according to schedule. • Provide coverage on ACD line to assist DM, agents and assistants with daily change requests, workflow questions and assistance with online payment processing (Web, RDC, CSS). • Assist with the organizing, planning and presenting of various forms of onboarding and skills training for employees. • Assist in evaluating training and automation program effectiveness through assessments, surveys & feedback. • Help agents and assistants improve upon or enhance existing skills. • Maintains confidentiality and protects operations by providing service and keeping information confidential. • Perform other duties as assigned.