Transportation Account Manager

Job Overview

Are you ready to bring your transportation insurance expertise to one of the Top 100 Insurance Agencies in the U.S. and proudly Great Place to Work® Certified, 2025? Join TRICOR, LLC as a Transportation Account Executive (AE) or Account Manager (AM) and discover what the best work of your career could be like! This role will work from our Dubuque, IA location.

Account Executives (AE) thrive under pressure, are personable, and have an entrepreneurial spirit. Their primary responsibilities are providing front-line expertise in assessing client needs, designing insurance plans, and recommending coverages, alongside day-to-day client service. AE’s are client-facing professionals with a strong understanding of business line products and are skilled at partnering with clients to assess risks and deliver comprehensive coverage solutions.

Account Managers (AM) are responsible for client account servicing, on-boarding, and retention. AM’s manage daily service needs, maintain accurate client files, and collaborate with AE’s and sales staff. They have a continuous learning mindset, developing insurance product knowledge while providing exceptional customer service.

Who Will Love This Job

• A Teammate – you thrive in a collaborative environment alongside specialists and professionals.
• A Relationship Builder – you create trust-based relationships with integrity and professionalism.
• A Goal Setter – you look for ways to improve, learn, and grow.
• A Servant Leader – you believe what’s best for the client is best for TRICOR.
• A Giver – you give back to the communities where you live and work.
• A Teacher – you help clients understand coverage, risk, and solutions to protect their assets.

What an AE Will Do

• Pre-qualify prospects by conducting risk assessments
• Use our risk assessment process to recommend new/different coverages to clients
• Analyze and compare insurance plans to determine suitability
• Manage TRICOR house accounts as assigned
• Focus on client service and retention
• Build strong relationships with clients, carriers, and underwriters
• Document client files accurately and timely
• Review and evaluate new and existing accounts
• Complete and submit applications
• Provide mentorship or training to new employees
• Promote TRICOR, LLC in the community

What an AM Will Do

• Focus on client service and retention
• Establish and maintain strong relationships with clients and carriers
• Document client files accurately and timely
• Review and evaluate accounts
• Complete and submit applications
• Update or add new coverage based on client needs
• Pursue continuing education to expand insurance knowledge
• Promote TRICOR, LLC in the community

Pay, Perks & Wins

• Full-time career with a secure, family-owned business that is growing with Locations in IA, WI, IL, MI & PA
• Technical job training and one-on-one mentoring support with defined goals and milestones starting at the employment offer
• Personal Development Plans for all positions
• Advancement opportunities after training
• Health, Dental & Vision Insurance with HRA/HSA and Flex Spending options
• Voluntary Life Insurance & Critical Illness coverage
• 401(k) Retirement Program with a Certified Financial Planner on staff
• Competitive wage with direct deposit
• Supportive staff in a family atmosphere
• Flexible schedules potential with emphasis on work-life balance
• Dress for Your Day Monday–Friday

At TRICOR, we are proud to be among the Top 100 Insurance Agencies in the U.S., recognized as one of the Best Places to Work in Insurance, and now officially Great Place to Work® Certified, 2025.

We value diversity and believe teams succeed when everyone can be their authentic self. We encourage people from underrepresented backgrounds and different industries to apply.

Apply today at: www.tricorinsurance.com/tricor-careers.