Insurance Portfolio Manager

4 weeks ago


Mason City, Iowa, United States First MainStreet Insurance, L.C. Full time
Account Manager Job Description

At First MainStreet Insurance, L.C., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for maintaining strong relationships with our valued clients, helping them with their insurance protection needs, and managing a portfolio of accounts to ensure their satisfaction and retention.

Key Responsibilities:

  • Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies.
  • Regularly communicate with accounts to proactively address concerns, gather feedback, and identify opportunities for account growth.
  • Manage assigned accounts and ensure all deadlines are met.
  • Manage and report information from client to ensure we are assisting to minimize exposures.
  • Seek opportunities to round out accounts to ensure we are fully mitigating the clients risk through insurance coverages.
  • Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention.
  • Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently.
  • Manage all account work in our agency management system (EPIC) to ensure all data is accurate.
  • Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors.
  • Maintain confidentiality of client and carrier information.
  • Perform other duties, as assigned, appropriate to the position.

Requirements:

  • Proven experience in account management, customer relationship management, or sales.
  • Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment.
  • Expectation to become licensed in 90 days.
  • Proficient in utilizing service management software and tools like EPIC.
  • Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels.
  • Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously.
  • Knowledge of the insurance industry terminology and documentation.
  • Ability to collect, analyze, and interpret insurance-related data.


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