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Insurance Account Manager

2 months ago

Saint Charles, Missouri, 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, providing exceptional service, and driving business growth.

Key Responsibilities:
  • Develop and nurture relationships with assigned accounts, serving as their trusted advisor and primary point of contact.
  • Regularly communicate with accounts to proactively address concerns, gather feedback, and identify opportunities for account growth.
  • Manage assigned accounts, ensuring all deadlines are met and information is accurate.
  • Seek opportunities to round out accounts, ensuring we are fully mitigating 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, working independently or in conjunction with a Risk Advisor.
  • Manage all account work in our agency management system (EPIC) to ensure data accuracy.
  • Stay up-to-date on insurance industry trends, market conditions, and competitors.
  • Maintain confidentiality of client and carrier information.
Requirements:
  • Proven experience in account management, customer relationship management, or sales.
  • Proficient in utilizing Microsoft Office and other applications to maximize efficiency.
  • Expectation to become licensed in 90 days.
  • Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders.
  • 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.

This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.