TRICOR Insurance · 4 hours ago
Business Account Manager (78189)
Madison, WI
Full-time
Onsite
Mid LevelTRICOR, LLC is a certified Great Place to Work® that is growing and seeking a Business Account Manager to join their team. This role involves client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional service and ensure long-term client success.
InsuranceLife InsuranceRisk Management
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
Qualification
Required
Client relationship management skills
Insurance knowledge
Strong organizational skills
Ability to deliver exceptional day-to-day service
Ability to ensure long-term client success
Collaboration with specialists and professionals
Integrity and professionalism in client interactions
Goal setting and continuous improvement mindset
Servant leadership qualities
Community involvement
Ability to educate clients on coverages, risks, and solutions
High-level client service focus
Ability to build and maintain strong relationships with clients, carriers, and underwriters
Accurate client file documentation management
Review and evaluation of new and existing accounts
Completion and submission of applications
Updating or adding new coverage based on client requests
Pursuit of continuous learning to expand product knowledge and service effectiveness
Representation of TRICOR in the community as a trusted insurance partner
Benefits
Health, Dental, and Vision Insurance plans with HRA/HSA options, plus 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.
Opportunities for work-life balance with flexible scheduling.
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