Associate Account Representative; Hybrid - Madison

Associate Account Representative (Hybrid
- Madison)

Hybrid
- Madison, WI

May 20, 2026

$63K - $95K

At Tru Stage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

This position is the first‑level, limited‑term position (18‑24 months) as part of our broader Sales Development Program designed to train and prepare individuals for broader sales roles. This position supports sales efforts through coordination, customer care, and learning sales processes under the guidance of a Sales Manager. The individual develops core competencies through structured assignments, hands‑on experience, and close guidance from more experienced team members, while contributing to day‑to‑day sales and service execution

• Perform routine, structured assignments within an entry level professional role.
• Develop skills and competence by learning and applying established sales processes, tools, and procedures.
• Learn the sales process and develop core sales competencies over time. Use existing procedures to resolve routine or standard issues.
• Support customer care activities by coordinating with appropriate resources to resolve customer issues, process plan changes, and support new sales implementations.
• Research questions and gather information on behalf of account teams and partners.
• Assist with data collection and preparation of sales and renewal proposals.
• Help ensure execution against established sales and service standards.
• Assist with identifying, escalating, and resolving customer or process issues as needed.
• Participate in broader training and development and exposure activities to support future growth in the organization.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

• Bachelor’s degree in Marketing, Business Administration, Insurance, or related field, or equivalent relevant professional experience.
• 0+ years relevant experience (1+ preferred)
• Demonstrated active listening, communication, interpersonal, relationship-building, and independent problem‑solving skills, along with presentation and customer service experience.
• Strong organizational and follow up skills, and proficiency with technology and the ability to research, compile data, and prepare presentations.
• Aptitude for sales and negotiations.
• Learning agility and proven success with onsite training, e‑learning, and job shadow assignments; aptitude for continuous learning and improvement.
• Ability to comprehend and follow complex processes, with adaptability to changes and high volumes.
• Life and Health Insurance License and P&C License (must possess or obtain within 90 days after start date in the position).
• Ability to travel up to 10%.

• Location:
  
  Madison home office/Hybrid

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

$63,300.00 - $95,000.00

At Tru Stage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work‑life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few.

Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Tru Stage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.