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Commercial Lines Account Manager

TRICOR Insurance, DeForest, WI

This listing has expired

TRICOR Insurance-- is a leading independent insurance agency that's ranked among the top 100 largest brokers in the United States. TRICOR is looking for a Commercial Lines Account Manager in our Commercial Lines Department for our DeForest, WI office. Our business is about building relationships directly with our clients, and taking a client-first approach in everything we do. The Commercial Lines Account Manager position will provide support to the Sales Producer for new and renewal business. The position entails: 

  • Focus on client retention
  • Establish & maintain close relationships with insurance carriers/underwriters to maximize effectiveness with clients
  • Review & evaluate new and existing policies
  • Complete & submit applications
  • Review quotations, prepare proposals, cross-sell & upgrade coverages 
  • Promote TRICOR in community
  • Insurance data entry
  • Work together with insurance agent on quoting, production reporting, invoicing and claims
  • Attend insurance seminars to keep knowledge current
  • May be limited travel between offices


  • Knowledge of the insurance industry, market and carriers preferred
  • Experience with Applied Systems Epic software preferred
  • Experience with Microsoft Office software suite and literate in general computing tasks
  • Possess 2+years of insurance support or related field sales experience
  • Hold Insurance License or must obtain license within 30 days of employment (Company expense)
  • Polished presentation, verbal & written communications
  • Character traits: strong work ethic, goal driven, self-sufficient, excellent problem solving skills, responsible, organized, to work quickly & accurately; attention for detail, ability to prioritize & multi-task
  • Act as a role model in terms of team success, resource and support for TRICOR goals & objectives
  • Insurance experience welcomed; however we will train a motivated applicant

TRICOR Offers:

  • A full-time career in a successful family owned & operated business that is growing/secure
  • Opportunities for advancement after appropriate training
  • Locations in WI & IA
  • Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account
  • Flex Spending/Dependent Spending Account
  • 401(k) Retirement Program with a CFP on staff to assist with your retirement needs
  • Competitive weekly wage & direct deposit
  • Technical job training and one-on-one coaching/mentoring support
  • 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
  • Business casual dress MondayThursday with casual dress Fridays

TRICOR was recently named as one of the 2017 Best Places to Work in Insurance by Business Insurance Magazine. This award recognized employers for their outstanding performance in establishing workplaces where employees can thrive, enjoy their work and help their company grow. To learn more about TRICOR Insurance and employment opportunities visit,www.tricorinsurance.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.


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Job Details

Req Num 32525
ID 524482
DeForest, WI
Positions 1
Full Time
Pay --
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays

Preferred Candidates

Years of Experience 2-5 Years
Education High School/GED

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