Business Account Manager (78043)
TRICOR Insurance
Business Account Manager (78043)
TRICOR Insurance
Applications Closed
Posted 4 months ago
Full Time
, Ohio
In Person
Smart Summary
The Business Account Manager will provide high-level client service and focus on client retention while building and maintaining strong relationships with clients, carriers, and underwriters. They will manage client documentation and pursue continuous learning to enhance service effectiveness.
TRICOR, LLC is seeking a Business Account Manager to service and support business clients. The role requires client relationship management, insurance knowledge, and strong organizational skills. High school diploma is the minimum education level for this role.
Must Have Skills for ATS
Client Relationship Management
Insurance Knowledge
Organizational Skills
Client Service
Retention
Documentation Management
Account Evaluation
Application Submission
Coverage Updates
Continuous Learning
Community Representation
Team Collaboration
Integrity
Professionalism
Goal Setting
Servant Leadership
Job Description
Job Details
Job Location: TRICOR Insurance Any Location - Any, WI 99999Position Type: Full TimeEducation Level: High SchoolTravel Percentage: NoneJob Shift: DayJob Category: Customer ServiceCertified Great Place to Work® – TRICOR, LLC
TRICOR, LLC is growing and we’re looking for a Business Account Manager (AM) to join our team. At TRICOR, Account Managers play a critical role in servicing and supporting our business clients. This role combines client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional day-to-day service and ensure long-term client success.
As a certified Great Place to Work®, we are proud of our culture of teamwork, integrity, excellence, and service. We are seeking team members who thrive in a client-facing environment, value continuous learning, and want to be part of a supportive and collaborative workplace.
Who will love this job
- A Teammate – you thrive in collaboration with specialists and professionals to bring the most value to clients.
- A Relationship Builder – you act with integrity and professionalism when working with clients, colleagues, and partners.
- A Goal Setter – you seek opportunities to grow, set personal goals, and continuously improve your skills.
- A Servant Leader – you believe what is best for your client is best for TRICOR.
- A Giver – you contribute time and talent to the communities where you live and work.
- A Teacher – you help clients understand coverages, risks, and solutions to protect their assets.
What a Business Account Manager will do:
- Provide high-level client service and focus on retention.
- Build and maintain strong relationships with clients, carriers, and underwriters.
- Manage accurate client file documentation within agency systems.
- Review and evaluate new and existing accounts.
- Complete and submit applications.
- Update or add new coverage based on client requests.
- Pursue continuous learning to expand product knowledge and service effectiveness.
- Represent TRICOR in the community as a trusted insurance partner.
Pay, Perks & Wins
- A full-time career in a growing, family-owned business.
- Certified Great Place to Work® with supportive leadership and a family atmosphere.
- Competitive compensation with bi-weekly pay and direct deposit.
- Opportunities for advancement.
- Health, Dental, and Vision Insurance plans with HRA/HSA options, plus Flexible Spending Accounts.
- Voluntary Life Insurance, Accident, Hospital Indemnity, and Critical Illness coverage.
- 401(k) Retirement Program with a Certified Financial Planner on staff.
- Technical job training, one-on-one coaching, and personalized development plans.
- Opportunities for work-life balance with flexible scheduling.
- Dress-for-your-day Monday through Friday.
We value diversity and believe that bringing together people with different backgrounds and perspectives drives innovation and success. We encourage individuals from all industries and underrepresented groups to apply.
To learn more and apply, visit: www.tricorinsurance.com/tricor-careers. Come join us, to experience what the best work of your career could be like!
Qualifications
TRICOR Insurance
TRICOR Insurance is a leading independent insurance agency, ranked among the top 100 independent agencies in the United States. With more than 340 employees and growing, we’ve earned the trust of over 50,000 clients across Wisconsin, Iowa, Illinois, Michigan and beyond. As a locally-owned, family-run business since 1945, our humble roots are the foundation of our strength. Today, even as we grow, our customers are still our friends and neighbors. We remain guided by our deep commitment to the people we serve and the communities we live in. We offer coverage for your personal insurance needs, including auto, home, umbrella, recreational vehicles, and rental property. Talk to us too about your personal health, long-term care, and life insurance policies. Business insurance and employee benefits are available for small and large businesses, schools, and municipalities. At TRICOR Insurance, we face challenges head-on, and our agents have the industry-specific experience it takes to develop tailored insurance solutions that are set up for today’s needs and tomorrow’s growth. Regardless of how well we plan, storms come, accidents happen, and lives change. When a loss occurs, the extent to which it affects the daily operations of a business, a city, a school district or a household in many ways rests with the strength of the insurance in place. We can’t predict or prevent disasters, but at TRICOR, we will do whatever is within our power to proactively protect you beforehand to help make our clients whole in the aftermath. We pledge to do what is needed to help fix what can be fixed, replace what is destroyed, and allow injured employees to recover. We are absolutely focused on our client’s needs and recognize our critical role in protecting today while planning for the future.
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