JobsAccount ManagerUnited StatesBusiness Account Manager

TRICOR Insurance

Posted 3 days ago

Business Account Manager

TRICOR Insurance · Madison, Wisconsin, United States

Full-timeOn site2-5 yrsListed as no visa sponsorship
APPLY ON TRICOR INSURANCE'S CAREERS SITE ↗

Opens the employer's own application page.

In short

The Business Account Manager is responsible for providing high-level client service, managing account documentation, and ensuring client retention. They will build and maintain strong relationships with clients, carriers, and underwriters while representing the company as a trusted insurance partner.

What they're looking for

MUST-HAVE SKILLS

Client relationship managementInsurance knowledgeOrganizational skillsAccount managementClient serviceRetentionFile documentationRisk assessment

ALSO MENTIONED

Business Account ManagerInsuranceClient Relationship ManagementRetentionUnderwritingAccount DocumentationCoverageRisk ManagementCustomer Service401(k)

The role requires a high school education and strong organizational and insurance knowledge. Candidates should be team-oriented, client-focused, and committed to continuous learning and professional development.

About TRICOR Insurance

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Questions about this role

Is this TRICOR Insurance role remote?
Tagged on site.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

Job Details: Job Location: TRICOR Madison Office - Madison, WI, Position Type: Full Time, Education Level: High School, Salary Range: Undisclosed, Travel Percentage: None, Job Shift: Day, Job Category: Customer Service, Certified Great Place to Work® – TRICOR, LLC TRICOR, LLC is growing and we’re looking for a Business Account Manager (AM) to join our team at Any TRICOR WI office. At TRICOR, Account Managers play a critical role in servicing and supporting our business clients. This role combines client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional day-to-day service and ensure long-term client success. As a certified Great Place to Work®, we are proud of our culture of teamwork, integrity, excellence, and service. We are seeking team members who thrive in a client-facing environment, value continuous learning, and want to be part of a supportive and collaborative workplace. Who will love this job A Teammate – you thrive in collaboration with specialists and professionals to bring the most value to clients. A Relationship Builder – you act with integrity and professionalism when working with clients, colleagues, and partners. A Goal Setter – you seek opportunities to grow, set personal goals, and continuously improve your skills. A Servant Leader – you believe what is best for your client is best for TRICOR. A Giver – you contribute time and talent to the communities where you live and work. A Teacher – you help clients understand coverages, risks, and solutions to protect their assets. What a Business Account Manager will do: Provide high-level client service and focus on retention. Build and maintain strong relationships with clients, carriers, and underwriters. Manage accurate client file documentation within agency systems. Review and evaluate new and existing accounts. Complete and submit applications. Update or add new coverage based on client requests. Pursue continuous learning to expand product knowledge and service effectiveness. Represent TRICOR in the community as a trusted insurance partner. Pay, Perks & Wins A full-time career in a growing, family-owned business. Certified Great Place to Work® with supportive leadership and a family atmosphere. Competitive compensation with bi-weekly pay and direct deposit. Opportunities for advancement. Health, Dental, and Vision Insurance plans with HRA/HSA options, plus Flexible Spending Accounts. Voluntary Life Insurance, Accident, Hospital Indemnity, and Critical Illness coverage. 401(k) Retirement Program with a Certified Financial Planner on staff. Technical job training, one-on-one coaching, and personalized development plans. Opportunities for work-life balance with flexible scheduling. Dress-for-your-day Monday through Friday. We value diversity and believe that bringing together people with different backgrounds and perspectives drives innovation and success. We encourage individuals from all industries and underrepresented groups to apply. To learn more and apply, visit: www.tricorinsurance.com/tricor-careers. Come join us, to experience what the best work of your career could be like! Qualifications:

▶ READ THE FULL POSTING
Job Details: Job Location: TRICOR Madison Office - Madison, WI, Position Type: Full Time, Education Level: High School, Salary Range: Undisclosed, Travel Percentage: None, Job Shift: Day, Job Category: Customer Service, Certified Great Place to Work® – TRICOR, LLC TRICOR, LLC is growing and we’re looking for a Business Account Manager (AM) to join our team at Any TRICOR WI office. At TRICOR, Account Managers play a critical role in servicing and supporting our business clients. This role combines client relationship management, insurance knowledge, and strong organizational skills to deliver exceptional day-to-day service and ensure long-term client success. As a certified Great Place to Work®, we are proud of our culture of teamwork, integrity, excellence, and service. We are seeking team members who thrive in a client-facing environment, value continuous learning, and want to be part of a supportive and collaborative workplace. Who will love this job A Teammate – you thrive in collaboration with specialists and professionals to bring the most value to clients. A Relationship Builder – you act with integrity and professionalism when working with clients, colleagues, and partners. A Goal Setter – you seek opportunities to grow, set personal goals, and continuously improve your skills. A Servant Leader – you believe what is best for your client is best for TRICOR. A Giver – you contribute time and talent to the communities where you live and work. A Teacher – you help clients understand coverages, risks, and solutions to protect their assets. What a Business Account Manager will do: Provide high-level client service and focus on retention. Build and maintain strong relationships with clients, carriers, and underwriters. Manage accurate client file documentation within agency systems. Review and evaluate new and existing accounts. Complete and submit applications. Update or add new coverage based on client requests. Pursue continuous learning to expand product knowledge and service effectiveness. Represent TRICOR in the community as a trusted insurance partner. Pay, Perks & Wins A full-time career in a growing, family-owned business. Certified Great Place to Work® with supportive leadership and a family atmosphere. Competitive compensation with bi-weekly pay and direct deposit. Opportunities for advancement. Health, Dental, and Vision Insurance plans with HRA/HSA options, plus Flexible Spending Accounts. Voluntary Life Insurance, Accident, Hospital Indemnity, and Critical Illness coverage. 401(k) Retirement Program with a Certified Financial Planner on staff. Technical job training, one-on-one coaching, and personalized development plans. Opportunities for work-life balance with flexible scheduling. Dress-for-your-day Monday through Friday. We value diversity and believe that bringing together people with different backgrounds and perspectives drives innovation and success. We encourage individuals from all industries and underrepresented groups to apply. To learn more and apply, visit: www.tricorinsurance.com/tricor-careers. Come join us, to experience what the best work of your career could be like! Qualifications:

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This listing comes from TRICOR Insurance's own careers site. Apply links go to the employer. Last checked 3 Oct 2026.