Insurance Account Executive & Client Growth Leader

TRICOR Insurance; West Des Moines (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Flexible schedule

Paid training

Direct deposit

Job summary

TRICOR Insurance (West Des Moines, IA) seeks a proactive Business Account Executive or Account Manager to design insurance plans and deliver exceptional client service. You will assess client needs, propose coverages, and partner with sales to manage accounts and onboarding.

The role emphasizes mentorship, strong communication, and ongoing learning to uphold TRICOR, LLC's service standards in a fast-paced environment.

Qualifications

• Experience designing insurance plans and selecting coverages.
• Strong client-facing, customer service skills.
• Ability to mentor new employees.

Responsibilities

• Pre-qualify prospects using risk assessments.
• Offer new coverages to current clients.
• Analyze and compare insurance plans for clients.
• Maintain client files and submit applications.
• Provide mentorship to new employees.
• Build relationships with clients and carriers.

Skills

Client service

Relationship building

Mentorship

Communication

Job description

TRICOR Insurance (West Des Moines, IA) seeks a proactive Business Account Executive or Account Manager to design insurance plans and deliver exceptional client service. You will assess client needs, propose coverages, and partner with sales to manage accounts and onboarding.

The role emphasizes mentorship, strong communication, and ongoing learning to uphold TRICOR, LLC's service standards in a fast-paced environment.