Business Account Manager (80943)

About the role

At TRICOR Insurance, we are 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. We are seeking a Business Account Manager (AM) to join our dynamic team.

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.

Requirements

• Excellent communication and interpersonal skills.
• Strong organizational and problem-solving abilities.
• Proficiency in Microsoft Office Suite.
• Ability to manage multiple tasks and meet deadlines.
• Knowledge of insurance products and industry trends.

Qualifications

• Bachelor's degree in Business Administration, Marketing, or related field.
• Minimum 2 years of experience in insurance sales or customer service.
• Experience in account management and client relationship building.

Skills

• Client relationship management.
• Insurance knowledge.
• Organizational skills.
• Communication and interpersonal skills.
• Problem-solving abilities.

Benefits

• Full-time career in a growing, family-owned business.
• Certified Great Place to Work® with supportive leadership and a family atmosphere.
• Competitive compensation with bi-weekly pay and direct deposit.
• Health, Dental, and Vision Insurance plans with HRA/HSA options, plus Flexible Spending Accounts.
• 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.

Pay

• Competitive compensation with bi-weekly pay and direct deposit.

Schedule

• Flexible scheduling to accommodate work-life balance.

Equal Opportunity Employer

We are committed to a culture of respect and belonging. We welcome talent from all backgrounds and do not discriminate based on race, color, religion, sex, national origin, age, disability, or veteran status.

To learn more and apply, visit: www.tricorinsurance.com/tricor-careers.