Insurance Portfolio Manager

3 weeks ago


Madison, Minnesota, United States First MainStreet Insurance, L.C. Full time

Job Summary:

We are seeking a highly skilled Insurance Portfolio Manager to join our team at First MainStreet Insurance, L.C. As an Insurance Portfolio Manager, you will be responsible for maintaining strong relationships with our valued clients by providing them with exceptional insurance protection services.

Key Responsibilities:

  • Develop and nurture strong relationships with assigned accounts to ensure their satisfaction and retention.
  • 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.
  • Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention.
  • Market new business and/or renewal business, working closely with our internal team to deliver exceptional service to our clients.

Requirements:

  • Proven experience in account management, customer relationship management, or sales.
  • 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.

About Us:

At First MainStreet Insurance, L.C., we are committed to providing our clients with exceptional insurance protection services. We are a dynamic and collaborative team that values innovation, teamwork, and customer satisfaction.



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