Client Relationship Manager - Insurance Solutions

TRICOR Insurance; Wisconsin; On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

401(k) Retirement Program

Flexible Scheduling

Dress-for-your-day

Job summary

TRICOR Insurance is seeking a Business Account Manager in Wisconsin to deliver exceptional day-to-day service for business clients. You will combine client relationship management, insurance knowledge, and strong organizational skills to support long-term client success.

We value collaboration, integrity, and service in a certified Great Place to Work environment. This role offers a full-time schedule with growth opportunities and a focus on community engagement.

Qualifications

• Experience in managing client relationships in an insurance or financial services setting.
• Ability to interpret coverage with carriers and underwriters.
• Strong organizational and multitasking capabilities.

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.

Skills

Client relationships

Insurance knowledge

Organizational skills

Communication

Education

High School

Tools

CRM systems

Job description

TRICOR Insurance is seeking a Business Account Manager in Wisconsin to deliver exceptional day-to-day service for business clients. You will combine client relationship management, insurance knowledge, and strong organizational skills to support long-term client success.

We value collaboration, integrity, and service in a certified Great Place to Work environment. This role offers a full-time schedule with growth opportunities and a focus on community engagement.