Business Account Manager (82263)

TRICOR, LLC, formerly Robertson Insurance & Risk Management, is growing and seeking a Business Account Manager to join our team in Lititz, PA. Account Managers play a critical role in servicing and supporting our business clients, combining client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional day-to-day service and ensure long-term client success.

About the Role

As a certified Great Place to Work®, we are proud of our culture of teamwork, integrity, excellence, and service. We seek team members who thrive in a client-facing environment, value continuous learning, and want to be part of a supportive and collaborative workplace.

• 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.

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.
• Opportunities for advancement.
• Health, Dental, and Vision Insurance plans with HRA/HSA options, plus 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.