What are the responsibilities and job description for the ACCOUNT MANAGER - PL position at TRICOR Insurance?
Job Details
Description
TRICOR offers a full-time career in a successful family owned & operated business that is growing/secure, and we are looking for a stellar Account Manager to join our team!
This position is for any of our Wisconsin locations, with the potential for at least one remote/work-from-home day per week.
TRICOR Account Managers are responsible for a variety of vital tasks and services that support our customers with their insurance needs. Some key role expectations include:
- Become a Trusted Advisor - Through obtaining their insurance licensure and continually building knowledge of the industry, our Account Managers are empowered to provide counsel and service to our clientele. They work proactively to ensure our customer’s priorities are understood and goals are achieved. By providing excellent customer service, Account Mangers protect business retention.
- Demonstrate Servant Leadership – We believe in the importance of serving others first, and work to ensure our team of account managers is well-trained and equipped to work proactively, support others, and collaborate to handle complex client needs.
- Build Relationships – Account Managers will work closely with industry partners and carriers to maximize effectiveness with clients. They will also work in partnership with Sales Producers supporting new business, as well developing a strong rapport with fellow Account Managers to serve our client needs.
- Communicate Effectively – Through written (email, letter, texts) and verbal (phone, in-person) forms, Account Managers provide clear and timely follow-up with our insureds, and are able to express insurance concepts in customer-friendly ways. Attention to detail and careful documentation ensures all parties are informed and protected.
- Manage Tasks & Time – A fast paced role, Account Managers demonstrate excellent organization skills, and are able to triage incoming requests and responsibilities effectively. They are able to set realistic time-frames for follow up, and follow-through on their promises.
Pay, Perks & Wins
- Competitive weekly wage & direct deposit.
- Education & Growth – Ongoing continuing education is provided, as well as opportunities for advancement after appropriate training. We also offer mentoring and one-on-one coaching.
- Great Benefits
- 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.
- Supportive & motivating staff to help you succeed in a family atmosphere.
- Flexible schedule with emphasis on work-life balance.
- Business casual dress Monday-Thursday with casual dress Fridays
- Locations in WI, IA MI & IL – and growing!
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
