Insurance Account Manager - Client Relations

TRICOR Insurance; Wisconsin; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k) Retirement Plan

Flexible scheduling

Paid time off

Job summary

TRICOR Insurance is seeking a Business Account Manager to join our team in Wisconsin. This full-time role blends client relationship management, insurance knowledge, and strong organization to deliver excellent service and long-term client success.

You will build relationships with clients, carriers, and underwriters, manage accurate client files, review accounts, submit applications, and update coverages per client needs. A commitment to ongoing learning and community representation is required.

Qualifications

• High school education required.
• Experience in client-facing insurance services preferred.
• Strong organizational and communication 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 service

Relationship management

Insurance knowledge

Organization

Education

High School diploma

Job description

TRICOR Insurance is seeking a Business Account Manager to join our team in Wisconsin. This full-time role blends client relationship management, insurance knowledge, and strong organization to deliver excellent service and long-term client success.

You will build relationships with clients, carriers, and underwriters, manage accurate client files, review accounts, submit applications, and update coverages per client needs. A commitment to ongoing learning and community representation is required.