Business Account Manager (82263)

TRICOR Insurance•Manheim Township, PA

6d•Onsite

About The Position

TRICOR, LLC, formerly Robertson Insurance & Risk Management is growing and we’re looking for a Business Account Manager (AM) to join our team in Lititz, PA. 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. As a certified Great Place to Work®, we are proud of our culture of teamwork, integrity, excellence, and service. We 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

High School Education
Client-facing environment experience
Value continuous learning
Supportive and collaborative workplace

Nice To Haves

Teammate mentality
Relationship building skills
Goal-oriented
Servant leadership mindset
Community involvement
Teaching ability (explaining 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.