Business Account Executive (82790)

TRICOR Insurance•West Des Moines, IA

33d•Onsite

About The Position

TRICOR, LLC is seeking Business Account Executives (AE) and Account Managers (AM) to join their team. AEs are client-facing professionals with expertise in designing insurance plans, recommending coverages, and providing day-to-day customer service. They possess a solid understanding of various business line products and can partner with clients to assess needs and offer comprehensive solutions. AEs may manage TRICOR house accounts, work alongside agents, and participate in a mentorship program. The ideal AE is self-motivated, proactive, and dedicated to exceptional customer service. Account Managers (AMs) are responsible for all aspects of client account servicing, maintenance, and onboarding, utilizing their insurance knowledge and professional communication skills. AMs are committed to department procedures and agency automation systems for organizing client files and collaborate with AEs and sales staff. They maintain a continuous learning mindset, proactively developing their understanding of insurance products and services. The ideal AM is an organized self-starter who excels in a customer service role, working directly with clients and the sales team.

Requirements

High School education
Solid understanding and years of experience with various business line products
Client-facing focus
Entrepreneurial spirit
Thrive under pressure
Personable
Self-motivated and proactive
Organized self-starter
Flourishes in working in a customer service role
Ability to pre-qualify prospects by doing a risk assessment
Expertise in analyzing and comparing insurance plans
Ability to establish & maintain close relationships with clients, insurance carriers/underwriters
Ability to perform timely and accurate client file documentation
Ability to review & evaluate new and existing accounts
Ability to complete & submit applications
Commitment to department procedures and agency automation system
Continuous learning mindset
Teammate mentality
Relationship builder
Goal setter
Servant leader mentality
Giver mentality
Teacher mentality

Nice To Haves

Experience as an Account Executive
Experience as an Account Manager

Responsibilities

Providing front-line expertise in assessing client needs
Designing insurance plans and recommending coverages to clients
Day-to-day customer service
Partnering with clients to assess needs
Offering the best solutions for comprehensive coverage
Managing TRICOR house accounts (may have sole ownership)
Working side-by-side with an agent
Participating in the mentorship program, helping new employees build their knowledge and skill-set
Maintaining and exceeding TRICOR, LLC's reputation and service standards
Client account servicing, maintaining, and on-boarding clients
Organizing client files using department procedures and agency automation system
Working with Account Executives and other sales staff
Continuously learning and proactively developing understanding of insurance products and services
Pre-qualifying prospects by doing a risk assessment
Using the risk assessment process to offer new and/or different coverages to current clients
Analyzing and comparing insurance plans to determine suitability for clients of all sizes
Establishing & maintaining close relationships with clients, insurance carriers/underwriters
Timely and accurate client file documentation
Reviewing & evaluating new and existing accounts
Completing & submitting applications
Providing mentorship and/or training to new employees
Promoting TRICOR, LLC in the community
Re-actively updating and/or adding new coverage based on customer request
Further developing insurance knowledge through continuing education