Business Account Manager (80943)

TRICOR Insurance; Wisconsin; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full-time career

Great Place to Work certified

Bi-weekly pay

Advancement opportunities

Health, dental, and vision

401(k) plan

Coaching & training

Flexible scheduling

Dress-for-your-day

Job summary

TRICOR Insurance is seeking a Business Account Manager to service and support our business clients with proactive relationship management, insurance knowledge, and strong organizational skills. This role emphasizes exceptional day-to-day service and long-term client success.

You will build and maintain relationships with clients, carriers, and underwriters, review and manage accounts, and pursue opportunities to expand coverage as client needs evolve.

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.

Job description

Job Details

Job Location: TRICOR Insurance • Any Location – Any, WI 99999
Position Type: Full Time • Education Level: High School • Travel Percentage: None • Job Shift: Day • Job Category: Customer Service

Business Account Manager (AM)

At TRICOR Insurance, we’re proud to be recognized as a 2025 Great Place to Work® Certified employer and ranked among the Top 100 independent agencies in the U.S. With 300+ team members and growing, we’re looking for a Business Account Manager (AM) to join our team. Account Managers play a critical role in servicing and supporting our business clients, combining client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional day‑to‑day service and ensure long‑term client success.

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.

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.

Benefits

• 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.
• 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 a culture of respect and belonging. We welcome talent from all backgrounds and do not discriminate based on race, color, religion, sex, national origin, age, disability, or veteran status.