Business Account Manager (83319)

TRICOR Insurance • Platteville, WI

2d • Onsite

About The Position

TRICOR, LLC is seeking a Business Account Manager to join its team at any of its Wisconsin office locations. The role combines client relationship management, insurance knowledge, and organizational skills to provide day-to-day service and support to business clients and help ensure their long-term success. Account Managers focus on client service and retention, build relationships with clients and insurance partners, and help clients understand coverage, risks, and solutions. The position is full-time at a growing, family-owned business with a collaborative workplace culture emphasizing teamwork, integrity, excellence, service, continuous learning, and community involvement.

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.
• Help clients understand coverages, risks, and solutions to protect their assets.

Benefits

• 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.
• Flexible scheduling and opportunities for work-life balance.
• Competitive compensation with bi-weekly pay and direct deposit.
• Opportunities for advancement.

What This Job Offers

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