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Personal Lines Account Manager

TRICOR, LLC

1 Positions

ID: 66610

Posted On 04/24/2025

Refreshed On 05/25/2025

Job Overview

Personal Lines Account Manager – Platteville, WI
Where Service Meets Purpose. Join the TRICOR Team.

At TRICOR, LLC, we believe insurance is more than a transaction—it’s a relationship built on trust, service, and care. We’re looking for a Personal Lines Account Manager to join our Platteville office and be a key part of delivering the extraordinary service our clients deserve.

If you're looking for a workplace that values your contributions, supports your professional growth, and treats you like family, TRICOR is the place to be.

What You’ll Do

As a Personal Lines Account Manager, you’ll work closely with clients, carriers, and your teammates to provide top-tier service and insurance solutions that protect homes, vehicles, and everything in between.

  • Support new and existing personal lines clients with policy changes, renewals, billing inquiries, and claims guidance

  • Deliver exceptional service with a focus on integrity, teamwork, and excellence

  • Assist in quoting and binding coverage in partnership with producers

  • Maintain accurate client records in our agency management system (EPIC)

  • Communicate regularly with clients to ensure their needs are met and risks are managed appropriately

What We’re Looking For

You don’t need prior insurance experience—we’re willing to train the right candidate who brings a strong service mindset and willingness to learn.

  • Excellent interpersonal and communication skills

  • Ability to manage multiple tasks and prioritize effectively

  • Strong attention to detail and follow-through

  • A team player with a proactive, problem-solving approach

  • Insurance license (or willingness to obtain within 90 days)

What You’ll Gain

  • A team-focused work culture built on Service, Integrity, and Respect

  • Training and development to support your career growth

  • Competitive pay and full benefits including health, dental, vision, and 401(k)

  • Work-life balance—because we believe life outside of work matters too

  • Tools and technology like EPIC and Paycom that streamline your day-to-day tasks

TRICOR is growing—and we’re doing it the right way: with people at the heart of everything we do. If you’re ready to be part of a supportive team that’s passionate about helping others, apply today.

Come grow with us. Your career starts here.

Primary Contact

11036

Sheila Udelhofen

Human Resources, HR

563-556-5441

Phone

Phone

Phone

Fax

HR@tricorinsurance.com

Email

True

False

False

Job Details

Categories

Banking/Mortgage/Financial Services
Education
Insurance
Sales/Service

Location

Platteville, WI

Shift

First Shift

Job Type

Employee

Full/Part

Full Time

Pay/Salary

TBD

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
PTO (Paid Time Off)
Paid Holidays


Qualifications

Education

High School/GED

Experience

1-2 Years

Company ID

1292

Job REQ #

# Positions

1

Start Date

20250424

End Date

20250530

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TRICOR, LLC

About the Company

At TRICOR, LLC, our greatest competitive advantage will always be our people. We strive to give every employee the freedom and responsibility to continually bring their talent, knowledge, passion, and dedication to their job. Our people have a vigorous work ethic—continuously creating and innovating to fuel better products, services, and processes. They’re empowered to make decisions, share information and try new things.

 

We believe in offering you not just the best coverage, but a plan for how our services keep up with your business and your life. Our agents built their reputations on creative insurance solutions and proactive communication, taking the time to make sure your questions are answered and you have the information you need to make an informed choice. We're here to be your advisor when it's complicated, and advocate when you need it.