Insurance Account Manager — Client Success & Retention

TRICOR Insurance; West Des Moines (IA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

HRA/HSA options

Flexible Spending Accounts

401(k) retirement plan

Bi-weekly pay

Development plans

Flexible scheduling

Dress-for-your-day

Community involvement

Job summary

TRICOR Insurance in Ishpeming, MI is seeking a Business Account Manager to deliver exceptional day-to-day service to business clients. You will manage client relationships, review accounts, and support coverage changes.

The role emphasizes retaining clients, collaborating with carriers and underwriters, and contributing to a team that values integrity, excellence, and community involvement.

Qualifications

• Provide high-level client service and focus on retention.
• Build and maintain strong 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.
• Pursue continuous learning to expand product knowledge and service effectiveness.

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 relationship management

Insurance knowledge

Organizational skills

Job description

TRICOR Insurance in Ishpeming, MI is seeking a Business Account Manager to deliver exceptional day-to-day service to business clients. You will manage client relationships, review accounts, and support coverage changes.

The role emphasizes retaining clients, collaborating with carriers and underwriters, and contributing to a team that values integrity, excellence, and community involvement.