Business Account Manager (80943)

TRICOR Insurance•Any, WI

22d•Hybrid

About The Position

Be part of a team where people, purpose, and growth come together. At TRICOR Insurance, we’re proud to be recognized as a 2025 Great Place to Work® Certified employer and ranked among the Top 100 independent agencies in the U.S. With 300+ team members and growing, we’re looking for a Business Account Manager (AM) to join our team. 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.

Requirements

Client relationship management
Insurance knowledge
Strong organizational skills

Nice To Haves

A Teammate – you thrive in collaboration with specialists and professionals to bring the most value to clients.
A Relationship Builder – you act with integrity and professionalism when working with clients, colleagues, and partners.
A Goal Setter – you seek opportunities to grow, set personal goals, and continuously improve your skills.
A Servant Leader – you believe what is best for your client is best for TRICOR.
A Giver – you contribute time and talent to the communities where you live and work.
A Teacher – you 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.