Account Manager - Pl (78092)

Tricor InsuranceRochester, PA
20h

About The Position

TRICOR, LLC is growing, and we’re looking for a Personal Lines Account Manager (AM) to join our team in Rochester, PA. At TRICOR, Personal Lines Account Managers play a critical role in servicing and supporting individual and family clients by delivering exceptional day-to-day service, proactive coverage guidance, and trusted insurance expertise. As a Certified Great Place to Work® , we are proud of our culture built on teamwork, integrity, excellence, and service. We are seeking team members who enjoy building relationships, value continuous learning, and want to be part of a collaborative, people-first organization. Who will love this job A Teammate – You thrive working alongside specialists and professionals to deliver the best possible outcomes for clients. A Relationship Builder – You build trust through integrity, professionalism, and genuine care for clients, colleagues, and carrier partners. A Goal Setter – You are motivated to continuously improve your skills, performance, and impact while setting and achieving personal and professional goals. A Servant Leader – You believe that what is best for the client is best for TRICOR and feel empowered to advocate for client needs. A Giver – You enjoy giving back to the communities where you live and work through your time, talents, and service. A Teacher – You help clients understand their coverages, risks, and available solutions so they feel confident protecting what matters most. What a Personal Lines Account Manager will do 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

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

Benefits

  • A full-time career in a growing, family-owned business
  • Certified Great Place to Work® with supportive leadership and a family atmosphere
  • Competitive compensation with bi-weekly pay and direct deposit
  • Opportunities for advancement and long-term career growth
  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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