Business Account Manager (83034)

TRICOR Insurance•Madison, WI

9d•Hybrid

About The Position

TRICOR, LLC is growing and is looking for a Business Account Manager (AM) to join their team. The Account Manager plays a critical role in servicing and supporting 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. TRICOR is a certified Great Place to Work® with a culture of teamwork, integrity, excellence, and service. They 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

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.