Insurance Account Manager – Client Success

Paycom - ATS; Madison (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Retirement Program

Bi-weekly pay with direct deposit

Flexible Scheduling

Dress-for-your-day

Career advancement opportunities

Family-owned culture

Job summary

TRICOR, LLC in Madison, WI seeks a Business Account Manager to deliver exceptional service to business clients, maintaining relationships with carriers and underwriters while ensuring long-term client success.

You will review accounts, update coverages, complete applications, and document files in a collaborative, family-owned environment that values learning and advancement opportunities.

Qualifications

• Provide high-level client service and focus on retention.
• Build and maintain relationships with clients, carriers, and underwriters.
• Review and evaluate new and existing accounts.
• Complete and submit applications.
• Update or add new coverage based on client requests.

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.

Skills

Client relationship management

Insurance knowledge

Organizational skills

Communication skills

Attention to detail

Job description

TRICOR, LLC in Madison, WI seeks a Business Account Manager to deliver exceptional service to business clients, maintaining relationships with carriers and underwriters while ensuring long-term client success.

You will review accounts, update coverages, complete applications, and document files in a collaborative, family-owned environment that values learning and advancement opportunities.