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Jobs · Business Development · Wisconsin

Transportation Account Manager (82264)

TRICOR Insurance · Platteville, WI · Yesterday
Business DevelopmentFull-time

About the Role

TRICOR, LLC is seeking Transportation Account Executives (AE) and Account Managers (AM) to join our team. Account Executives thrive under pressure, are personable, and have an entrepreneurial spirit. They provide front-line expertise in assessing client needs, designing insurance plans, and recommending coverages, alongside day-to-day customer service. AEs are client-facing and work with a solid understanding of various business line products, partnering with clients to assess needs and offer the best solutions for comprehensive coverage. AEs may work alongside an agent or have sole ownership of TRICOR house accounts and participate in our mentorship program to help new employees build their knowledge and skills.

Account Managers are responsible for all aspects of client account servicing, maintaining, and on-boarding clients using their insurance knowledge and professional communication skills. AMs are committed to department procedures and agency automation systems to organize client files and collaborate with Account Executives and other sales staff. The ideal AM is an organized self-starter with a continuous learning mindset, thriving in a customer service role.

Who Will Love This Job

  • A Teammate, surrounded by specialists and professionals in the industry who strive to meet clients' needs and goals together.
  • A Relationship builder, who builds relationships based on integrity and treats clients, co-workers, and partners fairly, honestly, and professionally.
  • A Goal setter, continuously looking for ways to improve skills and performance, setting personal challenging goals, and seeking new opportunities to succeed.
  • A Servant leader, believing what is best for the client is best for TRICOR, LLC, and empowered to personally meet clients' needs.
  • A Giver, giving back to the communities in which you live and work through time, talents, and resources.
  • A Teacher, helping clients understand available coverage, their risk, current coverage, and resolutions to protect their assets.

Responsibilities

Account Executive (AE)

  • Pre-qualify prospects by conducting risk assessments.
  • Leverage expertise to offer new or different coverages to current clients using our risk assessment process.
  • Provide expert knowledge in analyzing and comparing insurance plans to determine suitability for clients of all sizes.
  • May have sole sales and service ownership over TRICOR House Accounts.
  • Focus on client service and retention.
  • Establish and maintain close relationships with clients, insurance carriers, and underwriters.
  • Ensure timely and accurate client file documentation.
  • Review and evaluate new and existing accounts.
  • Complete and submit applications.
  • Provide mentorship and/or training to new employees.
  • Promote TRICOR, LLC in the community.

Account Manager (AM)

  • Focus on client service and retention.
  • Establish and maintain close relationships with clients, insurance carriers, and underwriters.
  • Ensure timely and accurate client file documentation.
  • Review and evaluate new and existing accounts.
  • Complete and submit applications.
  • Proactively update or add new coverage based on customer requests.
  • Further develop insurance knowledge through continuing education.
  • Promote TRICOR, LLC in the community.

Benefits

  • Full-time career in a successful, family-owned and operated business with growth and security.
  • Opportunities for advancement after appropriate training.
  • Locations in WI & IA.
  • Health, Dental, and Vision Insurance plans with Health Reimbursement Account (HRA) and/or Health Savings Account (HSA), along with Flex Spending/Dependent Spending Account.
  • Voluntary Life Insurance and Voluntary Critical Illness coverage.
  • 401(k) Retirement Program with a Certified Financial Planner on staff.
  • Competitive weekly wage and direct deposit.
  • Technical job training and one-on-one coaching/mentoring support.
  • Personal Development Plans for all positions.
  • Supportive and motivating staff in a family atmosphere.
  • Flexible schedule with emphasis on work-life balance.
  • "Dress for your day" policy Monday – Friday.

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