JOB SUMMARY

The Wisconsin Marketing Representative is a highly visible, relationship-driven role responsible for growing and supporting a portfolio of independent insurance agencies across Wisconsin. This role partners closely with agents to develop actionable agency plans, achieve territory goals, improve retention, and create long-term, mutually profitable relationships.

This role is ideal for a marketing or sales professional who thrives in a consultative, relationship-based environment and enjoys owning a territory, building trust, and hitting goals.

Key Responsibilities

Agent Relationship Management

• Collaborate with agency partners to build sales plans that result in agency growth and the achievement of sales goals

• Develop and execute structured territory plans aligned with company production, growth, and profitability objectives

• Help agents understand how underwriting discipline, risk selection, and account rounding impact profitability

• Service and grow relationships with existing independent agencies within the assigned Wisconsin territory

• Act as the primary point of contact for agents, ensuring consistent communication and support

• Identify agencies that are underserved or at risk and proactively re-engage them

Agency Growth & Recruitment

• Promote Madison Mutual Insurance products, value proposition, and underwriting philosophy

• Work collaboratively with agents to establish annual and quarterly production goals

• Create joint sales and marketing plans with agents to increase written premium and policy count

• Recruit, appoint, and onboard new independent agents aligned with company strategy

• Perform agency installations and deliver comprehensive new agency training

Training & Support

• Provide underwriting systems, product, and process training to agency personnel

• Work collaboratively with Underwriting to ensure compliance with company guidelines and procedures

• Serve as a trusted resource to agents on tools, systems, and best practices

• Maintain working knowledge of insurance software and tools used in the marketplace, such as comparative rater systems including EZLynx and Vertafore

Market Insight & Strategy

• Monitor competitive activity and local market conditions; provide regular feedback to management

• Identify opportunities for product, pricing, system, or process enhancements

• Recommend and participate in special programs, initiatives, and agency events

Territory Management

• Plan and manage time effectively to maximize territory impact

• Maintain accurate reporting and documentation of agency activity and opportunities

• Travel overnight within the territory as business needs require

Qualifications

Required

• Bachelor’s degree or a minimum of five (5) years’ experience in insurance sales, marketing, or a related field

• Strong written and verbal communication skills

• Proven ability to manage time, priorities, and objectives independently

• Desire to win and hit goals

• General computer proficiency, including Microsoft Word and Excel

• Professional presence, strong relationship skills, and a consultative mindset

• Valid driver’s license and ability to travel within the territory

Preferred

• Experience working with independent insurance agencies

• Field marketing or territory-based sales experience

• Knowledge of property & casualty insurance products

• Familiarity with the Wisconsin insurance market

Success Factors

• A relationship-first approach to selling and servicing agencies

• High integrity

• Dependability

• Consistent engagement

• Persistence, follow-through, and the ability to handle objections

• Ability to achieve and succeed against goals regardless of obstacles

• Comfort calling on agencies of all sizes

• Strong collaboration with underwriting and internal partners

• A data-aware, territory-minded approach to decision-making

• Low ego and a team-oriented mindset

Work Environment & Travel

• Field-based role with regular travel throughout the assigned Wisconsin territory

• Overnight travel required as business needs dictate

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties may differ from those outlined in the job description and other duties, as assigned, may be required. This document does not create an employment contract. Employees are employed on an “at will” basis and may be terminated at any time.