Client-Focused Insurance Accounts Manager

Paycom - ATS; Madison (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance withH

HRA/HSA options

401(k) Retirement Program

Flexible Spending Accounts

Dress-for-your-day

Job summary

TRICOR Madison Office is seeking a Business Account Manager to deliver high-level client service, manage accounts, and strengthen relationships with clients, carriers, and underwriters. You will handle documentation, applications, and coverage updates while representing TRICOR as a trusted insurance partner.

We value collaboration, continuous learning, and a client-centric approach in a family-oriented environment with opportunities for growth.

Qualifications

• Client relationship management experience or aptitude.
• Understanding of insurance concepts and policies.
• Strong organizational and documentation skills.

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

Education

High School diploma

Job description

TRICOR Madison Office is seeking a Business Account Manager to deliver high-level client service, manage accounts, and strengthen relationships with clients, carriers, and underwriters. You will handle documentation, applications, and coverage updates while representing TRICOR as a trusted insurance partner.

We value collaboration, continuous learning, and a client-centric approach in a family-oriented environment with opportunities for growth.