TRICOR Insurance

Account Manager

• Serve as the main point of contact for personal lines clients—handling service needs with professionalism and accuracy
• Collaborate closely with producers and internal teams to meet client expectations and find solutions
• Engage in ongoing learning and development to stay current on insurance products and practices
• Communicate clearly, respectfully, and effectively across channels

Personal Lines Account Manager

Data Specialist

• Manage and fulfill reporting requests through a centralized reporting queue.
• Prepare and distribute monthly recurring reports—including time‑sensitive reports on the 1st, 15th, and 25th.
• Use Excel (pivot tables, formulas, filtering, etc.) to validate and manipulate data.
• Analyze reporting outputs to identify trends, inconsistencies, and opportunities for Data cleansing.
• Workflow improvements.
• Training or documentation.
• Collaborate with Sales, Operations, Finance, Auditing, and Leadership.
• Maintain organized, audit‑ready storage of historical reports.
• Support data quality by identifying and escalating issues within the AMS and integrated systems.
• Follow and contribute to SOPs to ensure documentation stays accurate and current.

Personal Lines Account Manager

Data Reporting Specialist