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Provides a welcoming, best-in-class experience for visitors, clients, and guests; handles inbound calls; performs receptionist duties; communicates effectively; manages multiple changing priorities; and continues developing through training and coaching. The role is full-time and based in the Dubuque, Iowa office.

Serve as a client-facing insurance account manager responsible for client retention, building relationships with clients, carriers, and underwriters, managing accurate client files, reviewing accounts, submitting applications, updating coverages, and pursuing ongoing product knowledge and professional development.

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.

Serve as the primary client contact for personal-lines insurance accounts, handling service requests, coordinating with producers and internal teams, maintaining product knowledge, and delivering clear, professional communication to meet client needs.

Provide client-focused account management for business insurance clients: build relationships with clients and carriers, maintain accurate files, review accounts, process applications and coverage changes, pursue product knowledge growth, and represent the firm in the community to support retention and service excellence.

Provide day-to-day IT support for desktops, laptops, VoIP phones, printers and network connectivity; troubleshoot hardware/software and network issues; assist onboarding/offboarding and workstation setup; maintain IT inventory, documentation and ticketing workflows; support Microsoft 365 administration and participate in IT projects to improve service delivery.

Manage client relationships for business insurance accounts, ensure retention and accurate documentation, evaluate accounts, submit applications, update coverage, coordinate with carriers/underwriters, and represent TRICOR in the community while pursuing ongoing product learning.

Serve as primary client contact for personal lines insurance, handle service needs, collaborate with producers and internal teams, stay current on products, and communicate clearly across channels to meet client expectations.