Insurance Account Portfolio Manager

1 week ago


Worthington, Minnesota, United States First MainStreet Insurance, L.C. Full time
About the Role

First MainStreet Insurance, L.C. is seeking a skilled Insurance Account Portfolio Manager to join our team.

Estimated Salary: $65,000 - $90,000 per year

Job Description

This role is responsible for maintaining relationships with valued clients by providing exceptional insurance protection services. The successful candidate will manage a portfolio of accounts, ensuring client satisfaction and retention.

  • Develop 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, ensuring all deadlines are met and information is accurately reported.
  • Seek opportunities to round out accounts, minimizing client risk through comprehensive insurance coverages.
  • Monitor account satisfaction levels, taking proactive measures to ensure high levels of retention.
  • Market new business and/or renewal business, working closely with internal teams.
  • Manage all account work in our agency management system (EPIC), ensuring data accuracy.
  • Stay up-to-date on industry trends, market conditions, and competitors.
  • Maintain confidentiality of client and carrier information.
Requirements

To be successful in this role, you will need:

  • Proven experience in account management, customer relationship management, or sales.
  • Proficiency in utilizing Microsoft Office and other applications to maximize efficiency.
  • Ability to quickly learn and adapt to new software and systems.
  • Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders.
  • Strong organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously.


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

    Job Summary:We are seeking a highly skilled Client Relations Specialist to join our team at First MainStreet Insurance, L.C. As an Account Manager, you will play a critical role in maintaining relationships with valued clients by helping them navigate their insurance protection needs.About the Role:The successful candidate will manage a portfolio of...


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

    Account Manager Job DescriptionAt 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 them with exceptional service and ensuring their satisfaction.Key Responsibilities:Develop and nurture...


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

    Job OverviewAt First MainStreet Insurance, L.C., we are seeking an experienced Account Manager to join our team. This is a dynamic opportunity for a results-driven professional to drive business growth and deliver exceptional client experiences.About the RoleThis Account Manager position will be responsible for managing a portfolio of accounts, ensuring...


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

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our team at First MainStreet Insurance, L.C. As a key member of our High-Performance Team, you will play a critical role in maintaining strong relationships with our valued clients, helping them navigate their insurance protection needs.The ideal candidate will have a proven...


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

    About the RoleWe are seeking an experienced Customer Relationship Manager to join our team at First MainStreet Insurance, L.C.Estimated Salary:$60,000 - $80,000 per year, based on experience and qualifications.Job DescriptionThe Customer Relationship Manager will be responsible for maintaining strong relationships with our valued clients, understanding their...

  • Account Manager

    1 week ago


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

    Job OverviewWe are seeking a skilled Account Manager to join our team at First MainStreet Insurance, L.C. This role involves managing relationships with valued clients by helping them with their insurance protection needs.ResponsibilitiesClient Management: Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and...


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

    An opportunity awaits an experienced Insurance Relationship Specialist to join First MainStreet Insurance, L.C. as an Account Manager.Job OverviewWe are seeking a highly skilled professional to maintain strong relationships with our valued clients, ensuring their satisfaction and retention. As the primary contact for assigned accounts, you will be...

  • Account Director

    2 weeks ago


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

    Job Title: Account ManagerJob Summary:We are seeking a highly skilled Account Manager to join our team at First MainStreet Insurance, L.C. The ideal candidate will have a proven track record of maintaining strong relationships with clients and driving business growth through exceptional customer service.Key Responsibilities:Develop and Maintain Client...


  • Worthington, Minnesota, United States Vizient Full time

    At Vizient, we're committed to fostering an environment where employees can thrive and contribute their unique skills and talents. Our organization provides extensive opportunities for personal and professional growth, enabling employees to develop both individually and as a team. We strive to create an inclusive atmosphere that supports exceptional...


  • Worthington, Minnesota, United States JBS USA Full time

    Job Summary:As a key member of our team, you will oversee the day-to-day activities of the Exports Department at JBS USA. This role involves supervising and tracking daily processes to ensure accuracy and compliance with USDA regulations. Your expertise will help maintain records, analyze data, and identify areas for improvement.Responsibilities:1. Supervise...


  • Worthington, Minnesota, United States JBS USA Full time

    Job Title: Plant Operations ManagerEstimated Salary: $120,000 - $180,000 per yearAbout the JobWe are seeking an experienced Plant Operations Manager to join our team at JBS USA. As a key member of our operations department, you will be responsible for overseeing the financial functions and personnel at our plant.Key ResponsibilitiesManage all financial...


  • Worthington, Minnesota, United States Lampert Lumber Full time

    We are seeking a highly skilled and experienced Logistics Operations Manager to join our team at Arrow Building Center, Lampert Lumber and Lyman Lumber Companies. This is a key leadership role that requires a strong background in management, logistics, and customer service.About the RoleThe successful candidate will be responsible for managing and directing...


  • Worthington, Minnesota, United States Moments Hospice Full time

    Moments Hospice is a leading hospice organization that prioritizes personalized care and treats patients like family. As an RN Case Manager, you will join a team dedicated to making our patients' final days, weeks, and months as comfortable as possible.Our RN Case Managers are responsible for coordinating patient care, developing and initiating care plans,...


  • Worthington, Minnesota, United States Randstad Healthcare Full time

    Randstad Healthcare is proud to present a challenging and rewarding opportunity for Family Physicians to join our team. We are currently seeking two to three experienced professionals to fill permanent positions at our clinic in Sioux Falls, South Dakota.Estimated SalaryThe estimated salary for this position ranges from $250,000 to $300,000 per year,...


  • Worthington, Minnesota, United States Tuma Agencies Full time

    About Tuma AgenciesWe are a leading provider of supplemental health benefits, serving the Midwest region through our network of local businesses, employees, and individuals. Our mission is to offer innovative solutions that cater to the unique needs of our clients.Salary Range: $75,000 - $125,000 per yearJob SummaryWe are seeking a highly motivated and...


  • Worthington, Minnesota, United States SuperiorHCM Full time

    South Shore Care Center, a Residential Health Care Facility committed to delivering exceptional quality care through continuous improvement and community involvement, is seeking skilled Registered Nurses to join our team. With various shift options available, we offer a dynamic work environment that fosters respect, kindness, and dignity for all...


  • Worthington, Minnesota, United States JBS USA Full time

    At JBS USA, we are currently seeking a detail-oriented and self-motivated Night Shift Facility Security Officer to join our team.About the RoleThis is a unique opportunity to work in a fast-paced environment where you will be responsible for ensuring the security and integrity of our facility. You will be working closely with our operations team to maintain...


  • Worthington, Minnesota, United States Avera Full time

    Job Title: Behavioral Health LPNLocation: Avera, MNAbout the JobWe are seeking a skilled and compassionate Behavioral Health LPN to join our team at Avera. In this role, you will provide direct care to patients in a residential treatment facility setting.Key ResponsibilitiesProvide nursing care under the direction of the RN Manager, ensuring safe...


  • Worthington, Minnesota, United States Acosta Group Full time

    About the RoleWe are seeking a highly motivated Retail Merchandising Representative to join our team at Acosta Group. In this role, you will be responsible for representing various brands across multiple retail locations, executing merchandising activities, and providing exceptional customer service.About YouYou will have access to reliable transportation to...


  • Worthington, Minnesota, United States Sevita Full time

    About Us">Sevita is a leading provider of home and community-based specialized health care, dedicated to helping individuals with intellectual and developmental disabilities, autism, mental illness, and behavioral challenges live fulfilling lives. With over 50 years of experience, we've made it our mission to provide quality services and individualized...