ACCOUNT MANAGER (82202)

TRICOR Insurance • Any, OH

24d • Onsite

About The Position

TRICOR, LLC is growing and we’re looking for a Business Account Manager (AM) to join our team in any one of our WI Office Locations. At TRICOR, Account Managers play a critical role in servicing and supporting our business clients. This role combines client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional day-to-day service and ensure long-term client success. As a certified Great Place to Work®, we are proud of our culture of teamwork, integrity, excellence, and service. We are seeking team members who thrive in a client-facing environment, value continuous learning, and want to be part of a supportive and collaborative workplace.

Requirements

• High School education level

Nice To Haves

• Thrive in collaboration with specialists and professionals to bring the most value to clients.
• Act with integrity and professionalism when working with clients, colleagues, and partners.
• Seek opportunities to grow, set personal goals, and continuously improve your skills.
• Believe what is best for your client is best for TRICOR.
• Contribute time and talent to the communities where you live and work.
• Help clients understand coverages, risks, and solutions to protect their assets.

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.

Benefits

• Health, Dental, and Vision Insurance plans with HRA/HSA options
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED