Business Account Executive

TRICOR Insurance • West Des Moines, IA

3d • Onsite

About The Position

TRICOR, LLC is seeking Business Account Executives and Account Managers to serve clients through insurance expertise and customer service. Account Executives assess client needs and risks, recommend suitable insurance plans and coverage, and provide day-to-day service. They may partner with an agent or independently own TRICOR house accounts, and may mentor new employees. Account Managers handle client account servicing, maintenance, and onboarding, working with Account Executives and sales staff while following department procedures and using the agency automation system. Both roles emphasize client service and retention, professional communication, organized account documentation, continuing learning, and building productive relationships with clients and insurance carriers.

Requirements

• High school education level.
• Account Executive candidates should have a solid understanding of business-line insurance products and years of experience with them.
• Ability to assess client needs and partner with clients to recommend appropriate coverage.
• Professional communication skills.
• Ability to organize client files and work with the agency automation system.
• Self-motivation, proactivity, and a customer-service orientation.

Responsibilities

• Pre-qualify prospects by conducting risk assessments.
• Use the risk assessment process to identify and offer new or different coverage to current clients.
• Analyze and compare insurance plans to determine suitability for clients of different sizes.
• Provide sales and service ownership for TRICOR house accounts where assigned.
• Focus on client service and retention.
• Establish and maintain close relationships with clients and insurance carriers or underwriters.
• Document client files accurately and on time.
• Review and evaluate new and existing accounts.
• Complete and submit applications.
• Mentor or train new employees where applicable.
• Update or add coverage in response to customer requests.
• Develop insurance knowledge through continuing education.
• Promote TRICOR, LLC in the community.

Benefits

• Health, dental, and vision insurance plans.
• Health Reimbursement Account and/or Health Savings Account.
• Flexible Spending and Dependent Spending Accounts.
• Voluntary life insurance and voluntary critical illness coverage.
• 401(k) retirement program with a Certified Financial Planner on staff.
• Competitive weekly wage and direct deposit.
• Technical job training and one-on-one coaching and mentoring.
• Personal Development Plans for all positions.
• Supportive and motivating staff in a family atmosphere.
• Flexible schedule with emphasis on work-life balance.
• Opportunities for advancement after appropriate training.

What This Job Offers

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