TRICOR Insurance · 2 weeks ago
ACCOUNT MANAGER - PL (78092)
Rochester, PA
Full-time
Onsite
Mid LevelTRICOR Insurance is a growing company seeking a Personal Lines Account Manager to join their team in Rochester, PA. This role focuses on delivering exceptional service to individual and family clients, building relationships, and providing proactive coverage guidance and insurance expertise.
InsuranceLife InsuranceRisk Management
Responsibilities
Provide high-level client service with a strong focus on retention
Build and maintain trusted relationships with clients and carrier partners
Review and evaluate new and existing personal insurance accounts
Complete and submit applications accurately and efficiently
Recommend coverage updates, cross-sell, and upgrade policies based on client needs
Maintain timely and accurate client file documentation within agency systems
Stay informed through ongoing learning to enhance product knowledge and service effectiveness
Represent TRICOR in the community as a trusted insurance partner
Qualification
Required
High-level client service with a strong focus on retention
Build and maintain trusted relationships with clients and carrier partners
Review and evaluate new and existing personal insurance accounts
Complete and submit applications accurately and efficiently
Recommend coverage updates, cross-sell, and upgrade policies based on client needs
Maintain timely and accurate client file documentation within agency systems
Stay informed through ongoing learning to enhance product knowledge and service effectiveness
Represent TRICOR in the community as a trusted insurance partner
Benefits
Health, Dental, and Vision Insurance plans with HRA/HSA options and Flexible Spending Accounts
Voluntary Life Insurance, Accident, Hospital Indemnity, and Critical Illness coverage
401(k) Retirement Program with a Certified Financial Planner on staff
Technical job training, one-on-one coaching, and personalized development plans
Flexible scheduling with an emphasis on work-life balance
Dress-for-your-day Monday through Friday
Company
TRICOR Insurance
Tricor Insurance provides insurance services for business and personal use.
Founded in 1945
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
J.C. Flowers & Co.
2021-11-08Private Equity
Leadership Team
John Oros
Director
Recent News
Insurance Business America
2023-12-24
Company data provided by crunchbase