Business Account Executive (82790)

TRICOR Insurance; West Des Moines (IA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) retirement plan

Health Savings Account

Direct deposit

Job summary

TRICOR, LLC is seeking Business Account Executives (AE) and Account Managers (AM) in Iowa to join a client-focused team. You will assess client needs, design tailored insurance plans, and provide exceptional day-to-day service while collaborating with fellow sales staff and mentors.

The AE will handle risk assessments, qualify prospects, and present coverage options to clients of all sizes, ensuring top-tier service and effective relationship management.

Qualifications

• Front-line client needs assessment and design of insurance plans.
• Strong customer service and relationship management required.
• Ability to collaborate with sales staff and mentors.

Responsibilities

• Pre-qualify prospects using risk assessment.
• Recommend coverage options and design plans for clients of all sizes.
• Maintain and service client accounts; process applications and documentation.
• Establish and nurture relationships with clients and carriers.
• Mentor new employees and support team learning.
• Promote TRICOR, LLC in the community.

Skills

Client service

Relationship building

Prospect pre-qualification

Mentorship

Self-motivated

Education

Insurance experience

Job description

We’re looking for a Business Account Executives and Account Managers to join our team!

TRICOR, LLC Account Executives (AE) thrive under pressure, are personable, and have an entrepreneurial spirit. Their primary responsibilities are providing front-line expertise in assessing client needs in return for designing insurance plans and recommending coverages to clients, alongside the day-to-day customer service. AE's are client-facing focused team members with a solid understanding and years of experience with various business line products, know how to partner with clients to assess needs, and always offer the best solutions for comprehensive coverage. AE's may work side-by-side with an agent and/or have sole ownership of TRICOR house accounts. AE's also thrive in our mentorship program, helping new employees build their knowledge and skill-set. The ideal AE is self-motivated and proactive, intent on providing exceptional day-to-day customer service to maintain and exceed TRICOR, LLC's reputation, and service standards.

TRICOR, LLC Account Managers are responsible for all aspects of client account servicing, maintaining, and on-boarding clients with their insurance knowledge and professional communication skills. The Account Manager (AM) is committed to the department procedures and agency automation system to organize client files and work with the Account Executives (AE) and other sales staff to accomplish this. Account Managers will have a continuous learning mindset, proactively developing their understanding of insurance products and services. The ideal AM is an organized self-starter that flourishes in working in a customer service role, working directly with our clients and our sales team.

Who will love this job

A Teammate, you are surrounded by specialists and professionals in the industry who all strive to meet client’s needs and goals together to bring the most value to the client.

A Relationship builder, you build relationships based on integrity and you treat your clients, co-workers and co-partners fairly, honestly and professionally.

A Goal setter, you continuously look or ways to improve what you do and how you do it. You evaluate your value in both skills and performance and strive to learn more and grow, set personal challenging goals and search for new opportunities to succeed.

A Servant leader, you believe what is best for your client is best for TRICOR, LLC. You are empowered to personally meet the needs of your clients.

A Giver, you give back to the communities in which you live and work. You dedicate your time, talents and money to make a difference.

A teacher, you help clients understand coverage available, their risk, their current coverage and resolutions to protect their assets.

What an AE will do

• Ability to pre-qualify prospects by doing a risk assessment
• Leveraging your expertise you will use our risk assessment process to easily offer new and/or different coverages to current clients
• Provide expert knowledge around analyzing and comparing insurance plans to determine suitability for clients of all sizes
• May have sole sales and service ownership over TRICOR House Accounts.
• Focus on client service and retention
• Establish & maintain close relationships with clients, insurance carriers/underwriters to maximize your effectiveness
• Timely and accurate client file documentation
• Review & evaluate new and existing accounts
• Complete & submit applications
• Provide mentorship and/or training to new employees
• Promote TRICOR, LLC in our community

What an AM will do

• Focus on client service and retention
• Establish & maintain close relationships with clients, insurance carriers/underwriters to maximize your effectiveness
• Timely and accurate client file documentation
• Review & evaluate new and existing accounts
• Complete & submit applications
• Re-actively update and/or add new coverage based on customer request
• Further develop through continuing education insurance knowledge
• Promote TRICOR, LLC in our community

Pay, Perks & Wins

• A full-time career in a successful family owned & operated business that is growing/secure.
• Opportunities for advancement after appropriate training.
• Locations in WI & IA.
• We offer Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Account.
• Voluntary Life Insurance and Voluntary Critical Illness coverage.
• 401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs.
• Competitive weekly wage & direct deposit.
• We offer technical job training and one-on-one coaching/mentoring support.
• There are Personal Development Plans for all positions.
• Supportive & motivating staff to help you succeed in a family atmosphere.
• Flexible schedule with emphasis on work-life balance.
• Dress for your day Monday - Friday

We value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented backgrounds and different industries to apply.

Come join us, to experience what the best work of your career could be like!