Insurance Account Manager

1 month ago

Pella, Iowa, United States First MainStreet Insurance, L.C. Full time
Account Executive Job Description

At First MainStreet Insurance, L.C., we are seeking a highly skilled Account Executive to join our team. As an Account Executive, you will be responsible for maintaining client relationships, generating new business opportunities, and achieving sales targets.

Key Responsibilities:

  • Communicate effectively with clients, underwriters, and co-workers to achieve desired results
  • Round out existing accounts by proactively selling additional coverages or policies
  • Discuss/coordinate renewal strategy with client
  • Review renewals 90-120 days prior to renewal and request necessary updates from the client
  • Complete onboarding/integration plans for new business
  • Assist in monitoring of service plans
  • Analyze new business prospects with program structure & market selection
  • Retain clients by maintaining a solid High Performance Team (HPT) structure
  • Accurately maintain prospects, new, and renewal business in the agency management system (EPIC)
  • Complete exposure risk analysis and stewardship reporting
  • Coordinate proposal presentations to clients
  • Research and answer coverage questions and make recommendations from/to clients
  • Negotiate with both insurance company underwriters and clients to obtain the best outcomes for all parties involved
  • Increase industry and job knowledge as measured by attendance at continuing education, obtaining, or updating designations, and participation in other agency training offerings
  • Travel or visit clients when necessary
  • Maintain confidentiality of client and carrier information

Requirements:

  • Proven experience in an account executive role, 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

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

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