Insurance Account Manager

2 days ago


Charles 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 building and maintaining strong relationships with our valued clients, providing them with exceptional service and ensuring their satisfaction.

Key Responsibilities:
  • Develop and nurture strong 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 and ensure all deadlines are met, minimizing exposures and maximizing risk mitigation.
  • 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 accurate data.
  • Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors.
  • Embrace tools provided to become efficient in managing a book of business assigned.
  • Maintain confidentiality of client and carrier information.
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.

This is a challenging and rewarding role that requires a strong work ethic, excellent communication skills, and a passion for delivering exceptional customer service. If you are a motivated and results-driven individual who is looking for a new challenge, we encourage you to apply for this exciting opportunity.



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