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Business Account Executives assess client risks, design and recommend insurance coverage, manage client relationships, support retention, complete applications, document accounts, and provide mentorship. Account Managers service and onboard clients, maintain account records, process coverage updates, collaborate with sales staff and carriers, and build insurance expertise through continuing education. Both roles emphasize customer service, communication, organization, relationship building, and proactive client support.

Provides high-level service to business insurance clients, focusing on retention, relationship management, account reviews, applications, coverage updates, documentation, and ongoing product knowledge. Collaborates with clients, carriers, and underwriters while representing TRICOR in the community as a trusted insurance partner.

Processes new and renewal individual life and health insurance policies, endorsements, cancellations, and policy changes. Verifies application and client data, updates records in Epic, communicates with agents and carriers, maintains reports, scans mail, and provides customer service to office guests. The role requires careful data entry, organization, multitasking, and obtaining an insurance license within 90 days if not already licensed.

Develop new personal insurance business through referrals, networking, and community involvement. Build client relationships, assess coverage needs, recommend customized solutions, conduct insurance reviews, present proposals, and collaborate with carrier and service teams. The role requires achieving production goals while delivering strong client experiences. Insurance experience is preferred but not required, and the employer supports obtaining Property and Casualty licensing.

Develop new personal insurance business through referrals, networking, and community involvement. Build client relationships, assess coverage needs, recommend customized solutions, conduct insurance reviews, present proposals, collaborate with carriers and service teams, and achieve production goals. Insurance experience is preferred but not required, with support available for obtaining Property and Casualty licensing.

Develop new personal insurance business through referrals, networking, community involvement, and account development. Build trusted client relationships, assess insurance needs, recommend customized coverage, present proposals, coordinate with carrier partners and service teams, conduct insurance reviews, and achieve production goals. Insurance experience is preferred but not required, with support available for licensing and professional development.

Sell personal lines insurance by prospecting, building pipelines, advising clients, solving customer concerns, maintaining carrier relationships, and developing product knowledge. The role emphasizes consultative sales, networking, self-management, teamwork, continuous learning, and delivering a high-quality client experience.

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.