Teams at TRICOR Insurance

Manage business insurance accounts by assessing client risks, recommending suitable coverage, preparing applications, servicing and retaining clients, maintaining accurate documentation, and coordinating with carriers and underwriters. The role may include ownership of house accounts, client onboarding, coverage updates, sales support, community promotion, and mentoring new employees. Strong customer service, insurance knowledge, communication, organization, and continuous learning are emphasized.

Develops and grows commercial insurance business by prospecting, networking, conducting risk assessments, presenting tailored insurance solutions, and building relationships with business owners. The role manages sales pipelines, meets growth goals, expands existing accounts, collaborates with service teams and carriers, and maintains expertise in commercial insurance products and emerging risks.

Develops new personal-lines insurance business through consultative sales, referrals, cross-selling, and relationship building. Assesses client risks, recommends customized coverage, maintains knowledge of insurance products and carriers, and delivers strong customer experiences. Collaborates with team members to meet sales goals while managing client opportunities in a fast-paced environment.