Client-Focused Insurance Account Manager

TRICOR Insurance; Platteville (WI); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement

Job summary

TRICOR Insurance in Wisconsin seeks a Business Account Manager to deliver premier service to business clients. You will blend client relationship management, insurance knowledge, and strong organization to support accounts and retention.

This role offers growth in a family-owned, community-focused firm with bi-weekly pay, comprehensive benefits, and opportunities to deepen product knowledge while representing TRICOR in the community.

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 relationship management

Insurance knowledge

Organizational skills

Job description

TRICOR Insurance in Wisconsin seeks a Business Account Manager to deliver premier service to business clients. You will blend client relationship management, insurance knowledge, and strong organization to support accounts and retention.

This role offers growth in a family-owned, community-focused firm with bi-weekly pay, comprehensive benefits, and opportunities to deepen product knowledge while representing TRICOR in the community.