Business Account Manager (82263)

TRICOR Insurance • Lititz, PA

1d • Onsite

About The Position

TRICOR, LLC, formerly Robertson Insurance & Risk Management, is seeking a Business Account Manager (AM) to join their growing team in Lititz, PA. The Account Manager plays a critical role in servicing and supporting business clients by combining 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, 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

• Client relationship management skills
• Insurance knowledge
• Strong organizational skills
• Ability to thrive in a client-facing environment
• Value continuous learning
• Desire to be part of a supportive and collaborative workplace

Nice To Haves

• Teammate mentality, thriving in collaboration
• Relationship builder with integrity and professionalism
• Goal setter seeking growth and continuous improvement
• Servant leader mindset, prioritizing client needs
• Giver, contributing to communities
• Teacher, helping clients understand coverages, risks, and solutions

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

• Competitive compensation with bi-weekly pay and direct deposit
• Opportunities for advancement
• 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
• Dress-for-your-day Monday through Friday

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed