Account Manager Lead
5 days ago
Job Title: Account Manager Lead
Location: Varies, USA
About Us: First MainStreet Insurance, L.C. is a leading provider of insurance services.
Job Description:
We are seeking an experienced Account Manager Lead to join our team. In this role, you will be responsible for managing a portfolio of accounts, ensuring their satisfaction and retention. You will serve as the primary contact for your clients, understanding their needs and coordinating with our internal team to deliver exceptional service.
Key Responsibilities:
- Nurture Client Relationships: Develop and maintain strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact.
- Client Communication: Regularly communicate with clients to proactively address concerns, gather feedback, and identify opportunities for account growth.
- Account Management: Manage assigned accounts and ensure all deadlines are met, utilizing our agency management system (EPIC) to ensure accurate data.
- Insurance Expertise: Seek opportunities to round out accounts, ensuring we fully mitigate client risk through insurance coverages, and monitor account satisfaction levels to ensure high levels of retention.
- Business Development: Market new business and/or renewal business, potentially in conjunction with a Risk Advisor or independently.
- Administrative Tasks: Manage all account work in our agency management system, maintain confidentiality of client and carrier information, and perform other duties as assigned.
Requirements:
- Experience: Proven experience in account management, customer relationship management, or sales.
- Skills: Excellent communication and interpersonal skills, proficiency in utilizing Microsoft Office and service management software, knowledge of the insurance industry terminology and documentation, and ability to collect, analyze, and interpret insurance-related data.
- Licenses/Certifications: Expectation to become licensed within 90 days.
Salary: $60,000 - $80,000 per year, depending on experience.
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