Teams at TRICOR Insurance

Manage and fulfill reporting requests, produce recurring time-sensitive monthly reports, validate and manipulate data using Excel, analyze outputs for trends and data quality issues, maintain audit-ready report storage, support AMS/integrated system issue escalation, collaborate cross-functionally, and follow/update SOPs.

Develop and manage a personal lines book of business by generating prospects, building client and carrier relationships, and delivering tailored insurance solutions. Use technology to streamline service, provide proactive outreach, and stay current on industry products and trends. Grow client relationships through strong communication, problem-solving, and collaboration with internal teams.

Serve as the primary contact for personal lines insurance clients, handle service requests, collaborate with producers and internal teams, communicate across channels, and engage in ongoing learning and development.