Business Account Manager (83034)

TRICOR Insurance; Madison (WI); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Flexible Scheduling

Direct Deposit

Professional Development

Dress-for-your-day

Work-life balance

Résumé du poste

TRICOR Insurance is seeking a Business Account Manager to join our team at a Wisconsin TRICOR office. This role centers on client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional service and ensure long-term client success.

As a certified Great Place to Work®, we value teamwork, integrity, excellence, and service. You will be part of a supportive, collaborative workplace that prioritizes client-focused solutions and continuous learning.

Qualifications

• Must maintain high-level client service with a 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.

Responsabilités

• 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.

Connaissances

Client relationship management

Insurance knowledge

Organizational skills

Description du poste

Certified 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 Any TRICOR WI office. 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.

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