Relationship-Driven Insurance Account Manager

TRICOR Insurance; Tarentum (Allegheny County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Retirement Program

Flexible Scheduling

Job summary

TRICOR Insurance is seeking a Business Account Manager in Lititz, PA to deliver exceptional, day-to-day client service and build lasting relationships with clients, carriers, and underwriters. The role emphasizes accuracy, documentation, and ongoing product knowledge growth.

The position offers a full-time schedule with a family-oriented culture and opportunities to advance within a growing, community-focused agency.

Qualifications

• Experience in client service and relationship management.
• Solid knowledge of insurance products and coverages.
• Ability to manage multiple accounts with accuracy.

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 and update coverage as needed.
• Pursue continuous learning to expand product knowledge.

Skills

Client relationships

Insurance knowledge

Account management

Communication

Tools

Agency systems

Job description

TRICOR Insurance is seeking a Business Account Manager in Lititz, PA to deliver exceptional, day-to-day client service and build lasting relationships with clients, carriers, and underwriters. The role emphasizes accuracy, documentation, and ongoing product knowledge growth.

The position offers a full-time schedule with a family-oriented culture and opportunities to advance within a growing, community-focused agency.