Insurance Client Success Manager

TRICOR Insurance; Ishpeming Township (MI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

HRA/HSA options

Flexible Spending Accounts

401(k) Retirement Program

Bi-weekly pay

Job summary

TRICOR Insurance in Ishpeming, MI is seeking a Business Account Manager to service and grow our commercial client base. You will blend client relationship management with insurance knowledge to deliver exceptional day-to-day service and long-term client success.

The role emphasizes building strong client relationships, maintaining accurate files, and identifying opportunities to update coverages while collaborating with carriers and underwriters.

Qualifications

• Experience in account management or insurance brokerage.
• Strong communication and interpersonal skills.
• Ability to manage and organize complex client files.
• Willingness to learn and grow within a team environment.

Responsibilities

• Provide high-level client service and focus on retention.
• Build and maintain 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 Insurance in the community as a trusted partner.

Skills

Client relationships

Insurance knowledge

Organizational skills

Communication skills

Education

Bachelor's degree preferred

Tools

Agency systems

Job description

TRICOR Insurance in Ishpeming, MI is seeking a Business Account Manager to service and grow our commercial client base. You will blend client relationship management with insurance knowledge to deliver exceptional day-to-day service and long-term client success.

The role emphasizes building strong client relationships, maintaining accurate files, and identifying opportunities to update coverages while collaborating with carriers and underwriters.