Business Account Manager

Job Overview

Business Account Executive & Account Manager Opportunities at TRICOR, LLC

TRICOR, LLC is looking for professionals who are motivated by collaboration, problem-solving, and client service to join our team as Business Account Executives (AE) and Account Managers (AM). These roles are essential in delivering comprehensive insurance solutions and ensuring strong relationships with our business clients.

Why TRICOR, LLC?

At TRICOR, LLC, our values—Teamwork, Integrity, Excellence, and Service (TIES)—guide how we support clients and develop employees. Whether you are looking for career growth, an opportunity to work alongside industry professionals, or a place where your expertise is valued, TRICOR, LLC offers an environment that prioritizes continuous learning and professional development.

Core Responsibilities

Account Executive (AE):

• Work directly with business clients to assess risks and recommend appropriate insurance solutions.
• Manage TRICOR house accounts and new business opportunities.
• Build long-term relationships with clients by providing ongoing expertise and policy reviews.
• Lead mentorship and knowledge-sharing opportunities for new team members.
• Maintain strong partnerships with insurance carriers and underwriters.
• Ensure timely and accurate documentation of client interactions and policy updates.

Account Manager (AM):

• Serve as a key point of contact for clients, ensuring effective communication and service.
• Handle policy servicing, renewals, endorsements, and client on-boarding.
• Provide administrative and operational support to Account Executives and sales teams.
• Organize and maintain client files using the agency management system.
• Continuously develop industry knowledge to support evolving client needs.

Who Succeeds in These Roles?

Professionals who excel at TRICOR, LLC demonstrate:

• Teamwork – A collaborative mindset that contributes to shared goals.
• Integrity – A commitment to ethical service and honest communication.
• Excellence – A drive for continuous improvement in expertise and client service.
• Service – A focus on delivering value to clients and communities.
• This position operates in a fast-paced, ever-evolving environment where continuous learning is essential. The successful candidate will be adaptable, proactive, and eager to stay ahead in an industry that is constantly changing.

What We Offer

• A full-time, stable career in a growing, family-owned business.
• Competitive compensation with opportunities for career advancement.
• Comprehensive benefits including health, dental, vision, and life insurance.
• 401(k) retirement program with access to a Certified Financial Planner.
• Flexible work schedules with a focus on work-life balance.
• Ongoing training, mentorship, and personal development plans.
• A professional environment where contributions are recognized and supported.

Who Should Apply?

This opportunity is ideal for professionals with experience in business insurance, account management, risk assessment, or client service, as well as individuals looking to transition into the industry with a strong background in professional services, sales, or finance. This role can work from any TRICOR, LLC location.

Locations in Wisconsin, Illinois, Iowa, and Michigan

Learn More & Apply: www.tricorinsurance.com/tricor-careers

TRICOR, LLC is committed to fostering a workplace that welcomes diverse experiences and backgrounds.