Insurance Account Executive & Client Success Leader

TRICOR Insurance; West Des Moines (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, Dental & Vision Insurance

Health Savings Account / Flexible-Sp.}

401(k) Retirement Program

Competitive weekly wage with direct-de

Flexible schedule

Career advancement opportunities

Training and mentorship

Job summary

TRICOR Insurance in West Des Moines, IA seeks a Business Account Executive and Account Manager to assess client needs, design coverage solutions, and provide day-to-day service. You will build strong carrier relationships and onboard new clients, ensuring top-tier service and solutions.

Ideal candidates are self-motivated, communicative, and ready to mentor others within a family-owned firm. Join a community-focused company that values client retention, growth, and professional development while

Qualifications

• Front-line client servicing and needs assessment experience.
• Ability to design insurance plans and recommend coverages.
• Experience with carrier/underwriter relationships.
• Mentorship and training capabilities.

Responsibilities

• Pre-qualify prospects via risk assessment.
• Offer coverages and analyze plans for clients.
• Manage client files and documentation.
• Maintain relationships with clients and carriers.
• Support sales team and onboarding.

Skills

Client needs assessment

Risk assessment

Insurance products knowledge

Customer service

Mentorship & training

Education

High School Diploma or equivalent

Tools

Agency automation system

Job description

TRICOR Insurance in West Des Moines, IA seeks a Business Account Executive and Account Manager to assess client needs, design coverage solutions, and provide day-to-day service. You will build strong carrier relationships and onboard new clients, ensuring top-tier service and solutions.

Ideal candidates are self-motivated, communicative, and ready to mentor others within a family-owned firm. Join a community-focused company that values client retention, growth, and professional development while