ACCOUNT MANAGER (82202)

TRICOR Insurance; Wisconsin; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k) Retirement Plan

Flexible scheduling

Paid time off

Job summary

TRICOR Insurance is seeking a Business Account Manager to join our team in Wisconsin. This full-time role blends client relationship management, insurance knowledge, and strong organization to deliver excellent service and long-term client success.

You will build relationships with clients, carriers, and underwriters, manage accurate client files, review accounts, submit applications, and update coverages per client needs. A commitment to ongoing learning and community representation is required.

Qualifications

• High school education required.
• Experience in client-facing insurance services preferred.
• Strong organizational and communication skills.

Responsibilities

• 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.

Skills

Client service

Relationship management

Insurance knowledge

Organization

Education

High School diploma

Job description

Job DetailsJob 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 in any one of our WI Office Locations. 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, andCritical 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.

TRICOR is an Equal Opportunity Employer committed to fostering a culture of respect and belonging. We welcome applicants from all backgrounds and do not discriminate based on race, color, religion, sex, national origin, age, disability, or veteran status.

Qualifications