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Select Business Unit Account Manager

TRICOR Insurance, Madison, WI

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TRICOR Insurance'the 7th largest growing insurance agency in the United States is looking for a Select Business Unit Account Manager in their Commercial Lines Department for our Madison, WI location. Our culture and environment is built on relationships and taking care of our client's insurance needs. The Select Business Unit Account Manager position will provide support to Sales Agents and clients for new and renewal business. The position entails:

  •  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
  • Complete & submit applications
  • Cross-sell & upgrade coverage's 
  • Promote TRICOR in community


  • A passion for insurance, helping people & customer service;
  • Ability to work independently, quickly, accurately; to prioritize and multi task and attention for detail
  • 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 communication skills both written and verbal
  • Act as a role model in terms of team success, resource and support for TRICOR goals & objectives

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 43043
ID 550044
Madison, WI
Positions 1
Full Time
Pay --
Customer Service
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance

Preferred Candidates

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

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