Personal Lines Account Manager

Join Our Team at TRICOR Insurance!

We're seeking an Account Manager to join our dynamic team in our Tomah, WI office location. At TRICOR, our Personal Lines Account Managers play a crucial role in understanding client needs, educating on insurance options, and ensuring tailored coverage solutions that protect personal assets. You'll engage in proactive client communication and maintain strong relationships with insurance carriers to optimize client outcomes.

Who Will Excel in This Role:

• Team Player: Thrives in a collaborative environment with industry specialists, focused on achieving client goals and delivering maximum value.
• Relationship Builder: Values integrity and fairness in client, coworker, and partner interactions, building trust through professional conduct.
• Goal Setter: Continually seeks improvement, evaluates skills and performance, sets challenging goals, and pursues growth opportunities.
• Servant Leader: Advocates for client needs as a priority, empowered to deliver personalized service and support.
• Community Contributor: Dedicates time, talent, and resources to make a positive impact in local communities.
• Educator: Helps clients understand available coverage, assess risk, evaluate current policies, and implement effective asset protection solutions.

Responsibilities:

• Focus on client service and retention
• Cultivate close relationships with insurance carriers to enhance client outcomes
• Maintain accurate client documentation in Applied Systems EPIC Data Management system
• Evaluate, manage and work with Producer on new and existing accounts
• Facilitate application processes and recommend coverage upgrades
• Actively promote TRICOR within the community

Pay, Benefits & Opportunities:

• Full-time career in a secure, family-owned business with growth opportunities in IA, WI, IL and MI.
• Comprehensive health, dental, and vision insurance plans, including flexible spending options
• Additional benefits: voluntary life insurance, critical illness coverage, and a robust 401(k) retirement program
• Competitive compensation with direct deposit
• Technical job training, one-on-one coaching, and personalized development plans
• Supportive team environment emphasizing work-life balance
• Business casual dress code Monday to Thursday, casual Fridays

We value diversity and inclusivity, welcoming applicants from all backgrounds and industries. Join TRICOR Insurance and discover a fulfilling career where you can thrive. To learn more and apply, visit our Careers page at www.tricorinsurance.com/tricor-careers.

Come grow with us and experience the best work of your career!