Business Account Manager

TRICOR Insurance; Tarentum (Allegheny County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Retirement Program

Flexible Scheduling

Job summary

TRICOR Insurance is seeking a Business Account Manager in Lititz, PA to deliver exceptional, day-to-day client service and build lasting relationships with clients, carriers, and underwriters. The role emphasizes accuracy, documentation, and ongoing product knowledge growth.

The position offers a full-time schedule with a family-oriented culture and opportunities to advance within a growing, community-focused agency.

Qualifications

• Experience in client service and relationship management.
• Solid knowledge of insurance products and coverages.
• Ability to manage multiple accounts with accuracy.

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 and update coverage as needed.
• Pursue continuous learning to expand product knowledge.

Skills

Client relationships

Insurance knowledge

Account management

Communication

Tools

Agency systems

Job description

Certified Great Place to Work – TRICOR, LLCTRICOR, LLC, formerly Robertson Insurance & Risk Management is growing and we’re looking for a Business Account Manager (AM) to join our team in Lititz, PA. 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 jobA 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 & WinsA 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!