Account Manager Professional

5 days ago


Madison, Minnesota, United States First Mainstreet Insurance L.c. Full time

**Job Title:** Account Manager

Salary: $55,000 - $75,000 per year

Job Description

We are seeking an experienced Account Manager to join our team at First Mainstreet Insurance L.c. The ideal candidate will have a proven track record in account management, customer relationship management, or sales.

About the Job:

  • Develop and nurture strong relationships with assigned accounts after sale is made, serving as their trusted advisor and primary point of contact regarding their insurance policies
  • 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
  • Manage and report information from client to ensure we are assisting to minimize exposures
  • Seek opportunities to round out accounts to ensure we are fully mitigating the 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, could be in conjunction with a Risk Advisor or independently
  • Manage all account work in our agency management system (EPIC) to ensure all data is accurate
  • Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions and competitors
  • Embrace the tools provided to become efficient in managing a book of business that is assigned
  • Maintain confidentiality of client and carrier information
  • Perform other duties, as assigned, appropriate to the position

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


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

    Job OverviewWe are seeking an experienced Account Growth Specialist to join our team at First MainStreet Insurance, L.C. This role is responsible for maintaining strong relationships with valued clients by delivering exceptional service and promoting account growth.About the Role:Develop and nurture relationships with assigned accounts, serving as a trusted...


  • Madison, Minnesota, United States First Mainstreet Insurance L.c. Full time

    Job Title: Insurance Portfolio ManagerWe are seeking a highly skilled Insurance Portfolio Manager to join our team at First Mainstreet Insurance L.c. The ideal candidate will have proven experience in account management, customer relationship management, or sales. This role offers a satisfying salary of $60,000 - $80,000 per year, depending on experience.As...


  • Madison, Minnesota, United States First Mainstreet Insurance L.c. Full time

    **Job Requirements:We are seeking an experienced Account Manager to join our team at First Mainstreet Insurance L.c. The ideal candidate will have a proven track record in account management, customer relationship management, or sales.About the Job:Develop and nurture strong relationships with assigned accounts after sale is made, serving as their trusted...


  • Madison, Minnesota, United States First Mainstreet Insurance L.c. Full time

    Overview: As a Client Relationship Specialist at First Mainstreet Insurance L.c., you will play a crucial role in building and maintaining strong relationships with our valued clients. This is a full-time position that offers a competitive $65,000 - $85,000 annual salary.Your primary responsibility will be to manage client relationships, ensuring their needs...


  • Madison, Minnesota, United States Big Stone Therapies, Inc. Full time

    Company Overview:Big Stone Therapies, Inc. is a comprehensive health family rooted in core values of faith, family, fairness, and fun.Location: Madison, MN & Appleton, MNJob Type: Full Time, 40 hours per week (1.0 FTE), Monday through FridaySalary Range: Estimated $80,000 - $110,000 per yearJob Description:This role involves patient care in various settings,...


  • Madison Lake, Minnesota, United States MRG Exams Full time

    We are seeking a skilled Medical Assessment Specialist to join our team at MRG Exams.About the RoleThis is an exciting opportunity to work as a Nurse Practitioner or Physician Assistant, conducting medical assessments on United States Veterans as part of the VA's disability benefits process.As a Medical Assessment Specialist, you will review medical records...


  • Madison, Wisconsin, United States Revere Electric Supply Co Full time

    About the RoleThis position offers a competitive salary range of $65,000 - $85,000 per year.As an Account Management Professional at Revere Electric Supply Co., you will be responsible for driving sales growth by establishing and maintaining strong relationships with customers, managing the sales process, and providing exceptional customer service.Key...


  • Madison, Wisconsin, United States Professional Services Group Full time

    At Professional Services Group, we are committed to empowering individuals and families to reach their full potential. As a Case Manager, you will play a critical role in our dynamic Children's Long-Term Support (CLTS) Waiver Program in Dane County, working with clients with intellectual and/or developmental, physical, or mental health disabilities. Your...


  • Madison, Wisconsin, United States One City Schools, Inc. Full time

    About the RoleOne City Schools, Inc. is seeking an experienced Accounting Professional to join our team. As a key member of our finance department, you will play a vital role in maintaining the financial health of our school.We offer a competitive salary of $55,000 - $65,000 per year, depending on experience and qualifications.Key Responsibilities:Maintain...


  • Madison, Wisconsin, United States Steve Brown Apartments Full time

    We are seeking an Accounting Specialist to join our team at Steve Brown Apartments, a leader in Madison's rental market since 1980.**Job Summary:**This is an hourly paid position with a potential annual profit-sharing bonus. The successful candidate will have at least one year of experience in a job with data entry and a bachelor's...


  • Madison, Alabama, United States Tyonek Native Corporation Full time

    About the RoleTyonek Native Corporation is seeking an experienced Project Accounting Professional to join our team. As a Project Accounting Professional, you will be responsible for managing the financial aspects of our projects.Key Responsibilities:Ensure projects' revenue recognition method is compliant with GAAP and company policiesAnalyze project...


  • Madison, Wisconsin, United States Hireverse Full time

    Job OverviewWe are seeking a highly motivated Junior Account Manager to serve as the crucial link between our esteemed clientele and their customer base. This role focuses on building and maintaining strong relationships with customers to enhance brand visibility and drive sales growth.The ideal candidate will possess a positive, can-do attitude, an...

  • Account Manager

    2 months ago


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

    POSITION TITLE: Account Manager DATE: January 2024 REPORTS TO: Operations Department CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals POSITION SUMMARY: An Account Manager is responsible for maintaining relationships with our valued clients by helping them with their insurance protection needs. An Account Manager will manage a portfolio of accounts,...

  • Account Manager

    2 months ago


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

    Job DescriptionJob DescriptionPOSITION TITLE: Account Manager DATE: January 2024 REPORTS TO: Operations Department CLASSIFICATION: Exempt EEO CLASSIFICATION: ProfessionalsPOSITION SUMMARY:An Account Manager is responsible for maintaining relationships with our valued clients by helping them with their insurance protection needs. An Account Manager will...

  • Accounting Manager

    2 months ago


    Madison, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half Talent Solutions has teamed with a long-standing local non-profit company in their search for an Accounting Manager. The successful candidate will be responsible for overseeing all accounting activities and functions, ensuring compliance with regulatory procedures, maintaining an effective information management...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Senior Accountant Role OverviewWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. This is a fantastic opportunity for an experienced professional looking to leverage their expertise in financial record management, analysis, and reporting.About the Position:The ideal candidate will have a strong background in...


  • Madison, Wisconsin, United States Sergenian's Floor Coverings Full time

    Job DescriptionThe estimated salary for this role is $55,000 - $75,000 per year.Job SummarySergenian's Floor Coverings seeks a highly organized and analytical individual to join our team as a Billing & Accounts Receivable Specialist. This full-time role involves handling billing and accounts receivable tasks for both the Commercial Division and...


  • Madison, Wisconsin, United States Paradigm Full time

    About the JobWe're seeking an accomplished Account Management Executive to join our Professional Services team. In this role, you'll be responsible for managing a portfolio of accounts, delivering exceptional customer service, and driving business growth.Key AccountabilitiesYou'll develop and execute account plans, focusing on customer satisfaction and...


  • Madison, Wisconsin, United States Heilind Full time

    Job Description:We are seeking a skilled Sales Professional to develop and execute sales strategies for assigned Fabricator, OEM and CM accounts in the Germantown, WI territory.This role requires identifying, tracking and pursuing available business opportunities at assigned account base and/or geographic territory. The ideal candidate will manage account...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Accounting Specialist RoleWe are seeking a skilled Accounting Specialist to join our team at Creative Financial Staffing. This is an exciting opportunity for a seasoned professional to take on key responsibilities in managing accounts payable and receivable processes, reconciling bank statements, and preparing payroll for union and nonunion employees.About...


  • Madison, Mississippi, United States State Farm Insurance Full time

    Account Relationship ManagerWe are seeking a results-driven and customer-focused professional to manage customer relationships and drive business growth at State Farm Insurance.About the RoleThis is a full-time position responsible for building and maintaining strong customer relationships, processing policy changes, handling inquiries, and collaborating...


  • Madison, Mississippi, United States Robin Covington - State Farm Agent Full time

    Job OverviewAs an Account Representative for Robin Covington - State Farm Agent, you play a vital role in our agency's daily operations and customer success. You will grow our business through meaningful client relationships and serve as a liaison between customer needs and agency departments.The ideal candidate is an attentive, sociable, and sales-minded...


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

    Key ResponsibilitiesAn Account Management Specialist plays a crucial role in maintaining strong relationships with valued clients, providing them with exceptional insurance protection services.Responsibilities include:Developing and nurturing long-term relationships with assigned accounts to ensure client satisfaction and retention.Proactively addressing...


  • Madison, Wisconsin, United States American Family Insurance Full time

    Job SummaryWe are seeking an Insurance Accounting Professional to join our team at American Family Insurance. The successful candidate will be responsible for providing cash operations support and processing a variety of transactions, including vendor payments, customer premiums, and agent commissions.Key ResponsibilitiesPrepare invoices and process...


  • Madison, North Carolina, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is a leading recruitment agency seeking an experienced Staff Accountant to join our team. The ideal candidate will have strong accounting skills and the ability to manage various financial functions, including recording transactions, reconciling accounts, and analyzing financial data.The successful candidate will be...


  • Madison, United States Allied Universal Security Full time

    Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage,...