Insurance Account Manager - Flexible Scheduling

TRICOR Insurance; Madison (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Flexible Scheduling

Direct Deposit

Professional Development

Dress-for-your-day

Work-life balance

Job summary

TRICOR Insurance is seeking a Business Account Manager to join our team at a Wisconsin TRICOR office. This role centers on client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional service and ensure long-term client success.

As a certified Great Place to Work®, we value teamwork, integrity, excellence, and service. You will be part of a supportive, collaborative workplace that prioritizes client-focused solutions and continuous learning.

Qualifications

• Must maintain high-level client service with a 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.

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 is seeking a Business Account Manager to join our team at a Wisconsin TRICOR office. This role centers on client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional service and ensure long-term client success.

As a certified Great Place to Work®, we value teamwork, integrity, excellence, and service. You will be part of a supportive, collaborative workplace that prioritizes client-focused solutions and continuous learning.