Personal Lines Account Manager

**TRICOR, LLC**

1 Positions

ID: 46889

Posted On 05/01/2024

**Job Overview**

Join Our Team as an Account Manager at TRICOR, embracing diversity and inclusion for individuals of all ethnicities and backgrounds.

Are you ready to take your career to new heights? TRICOR is seeking a dynamic Personal Lines Account Manager to join our exceptional team. As an Account Manager, youll play a vital role in understanding our clients needs, providing expert guidance on insurance options, and delivering unparalleled service to safeguard their business assets.

**The ideal candidate for this role:**

_Is a Collaborative Team Player_ : You thrive in a team environment, valuing diverse perspectives and collaborating with industry specialists to meet clients needs and goals effectively.

_Excels in Relationship Building_ : Building trust-based relationships comes naturally to you, and you treat clients, colleagues, and partners with integrity and professionalism, fostering an inclusive environment where everyone feels respected and valued.

_Is Goal-Oriented_ : Constantly striving for improvement, you set challenging goals and seize opportunities for success, recognizing and celebrating the achievements of all team members regardless of background or ethnicity.

E _mbraces Servant Leadership_ : You prioritize your clients needs and go above and beyond to exceed their expectations, championing inclusivity and advocating for equitable treatment for all ethnic groups.

I _s Committed to Philanthropy_ : Giving back to the community is part of who you are, and youre dedicated to making a positive difference, supporting initiatives that promote diversity, inclusion, and equity within and beyond the workplace.

_Excels in Education_ : You excel at educating clients on insurance complexities, guiding them through coverage options and risk assessment strategies, ensuring accessibility and understanding for all clients regardless of ethnic background.

**Responsibilities:**

Prioritize client service and retention.

Cultivate strong relationships with insurance carriers/underwriters, promoting diversity and inclusion within the industry.

Ensure timely and accurate client file documentation, maintaining transparency and accountability in all transactions.

Evaluate new and existing accounts with a commitment to fairness and equity.

Complete and submit applications, advocating for diverse representation and equitable treatment in all processes.

Cross-sell and upgrade coverage, offering tailored solutions that meet the diverse needs of our clients.

Represent TRICOR within the community, promoting diversity, inclusion, and equity initiatives and partnerships.

**Whats in it for you?**

A fulfilling career in a thriving family-owned business that values diversity, inclusion, and equity as drivers of success.

Opportunities for growth and advancement based on merit and inclusive leadership principles.

Comprehensive benefits package, including health, dental, and vision insurance plans that prioritize accessibility and affordability for all employees.

Retirement benefits and financial planning assistance, ensuring financial security and stability for diverse families.

Supplemental benefits that address the unique needs and priorities of our diverse workforce.

Competitive wages and direct deposit, promoting economic equity and financial well-being for all employees.

Ongoing technical training and personalized mentoring, fostering professional development and career advancement opportunities for employees from all backgrounds.

Supportive and collaborative work environment where diversity, inclusion, and equity are celebrated and valued.

Flexible work schedule promoting work-life balance and accommodating diverse needs and priorities.

Casual dress code with a laid-back vibe, allowing employees to express their individuality and feel comfortable in the workplace.

At TRICOR, we celebrate diversity and believe that embracing individuality leads to collective success. Culture at TRICOR is more than just a buzzword; its the heartbeat of our organization. We foster a culture of inclusivity, respect, and collaboration, where every voice is heard, valued, and celebrated. We encourage candidates from all ethnic backgrounds and industries to apply.

Ready to embark on the best work of your career? Visit our Careers page at www.tricorinsurance.com/tricor-careers to learn more and apply. Join us, and discover what greatness looks like in a diverse and inclusive workplace!

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

Clerical/Office Administration

Customer Service

Education

Insurance

Real Estate

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

20240501

End Date

20240628

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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 ethiccontinuously creating and innovating to fuel better products, services, and processes. Theyre 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.