What are the responsibilities and job description for the ACCOUNT MANAGER - PL position at TRICOR Insurance?
Job Details
Description
We're looking for an Account Manager to join our team!
TRICOR Account Managers learn about their clients' needs by understanding their current coverage along with their priorities and goals; educate clients about insurance options to help protect their personal assets and offer their insurance expertise on the ins-and outs of the product, and in finding ways to meet client's coverage needs. Account Managers find the best fit for now and into the future. Account Managers will stay informed with hands-on planning and proactive communications to continually deliver insurance values to their clients.
Who will love this job
A Teammate, you are surrounded by specialists and professionals in the industry who all strive meet clients' needs and goals together to bring the most value to the client.
A Relationship builder, you build relationships based on integrity and you treat your clients, co-workers and co-partners fairly, honestly and professionally.
A Goal setter, you continuously look or ways to improve what you do and how you do it. You evaluate your value in both skills and performance and strive to learn more and grow, set personal challenging goals and search for new opportunities to succeed.
A Servant leader, you believe what is best for your client is best for TRICOR. You are empowered to personally meet the needs of your clients.
A Giver, you give back to the communities in which you live and work. You dedicate your time, talents and money to make a difference.
A teacher, you help clients understand coverage available, their risk, their current coverage and resolutions to protect their assets.
What you'll do:
- Focus on client service and retention
- Establish & maintain close relationships with insurance carriers/underwriters to maximize effectiveness with clients
- Timely and accurate client file documentation
- Review & evaluate new and existing accounts
- Complete & submit applications
- Cross-sell & upgrade coverage
- Provide occasional support, such as greeting visitors as needed during peak periods or staff absences
- Promote TRICOR in community
Pay, Perks & Wins:
- A full-time career in a successful family owned & operated business that is growing/secure.
- Opportunities for advancement after appropriate training.
- We offer Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Account.
- Voluntary Life Insurance and Voluntary Critical Illness coverage.
- 401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs.
- Competitive weekly wage & direct deposit.
- We offer technical job training and one-on-one coaching/mentoring support.
- There are Personal Development Plans for all positions.
- Supportive & motivating staff to help you succeed in a family atmosphere.
- Flexible schedule with emphasis on work-life balance.
- Dress for your day
We value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented backgrounds and different industries to apply. To learn more about TRICOR Insurance and to apply visit our Careers page at www.tricorinsurance.com/tricor-careers. Come join us and find out what the best work of your career could be like.
Qualifications
