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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.

Serves as the welcoming face and voice of TRICOR Insurance by assisting visitors, clients, and callers. The role requires managing front-office responsibilities, providing excellent customer service, communicating effectively, handling multiple priorities, and adapting to a dynamic environment. This full-time position also offers professional development, training, mentoring, and career advancement opportunities.

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.