Insurance Account Executive

2 weeks ago


Charles City, Iowa, United States First MainStreet Insurance Full time
POSITION TITLE:
Account Manager

REPORTS TO:
Director of Operations

CLASSIFICATION:
Exempt

EEO CLASSIFICATION:
Professionals

POSITION SUMMARY:

The Account Manager is responsible for delivering exceptional service to our risk management clientele. This role involves collaboration with clients, insurance providers, and internal teams to ensure seamless account management.

KEY RESPONSIBILITIES:
  • Effectively oversee client accounts and ensure compliance with all deadlines.
  • Assist in the marketing and placement of new and renewal business.
  • Prepare and manage insurance renewals.
  • Engage with insurance companies to align with client expectations.
  • Identify opportunities for professional development in industry standards and regulatory requirements.
  • Gather and analyze client information to mitigate risks.
  • Provide clear communication to clients regarding their policies and services.
  • Establish and nurture long-term relationships with clients.
  • Safeguard the confidentiality of client and company data.
  • Perform additional duties as assigned relevant to the role.
EDUCATION & EXPERIENCE:

A High School diploma or GED is required. P&C Insurance licenses are necessary or the ability to obtain them within a specified timeframe. Proficiency in Microsoft Office and other relevant applications is essential for efficiency in a digital workspace. Previous customer service experience, particularly in the insurance sector, is preferred.

SKILLS & COMPETENCIES:
  • Strong organizational and time management abilities.
  • Capability to prioritize tasks effectively.
  • Attention to detail and accuracy.
  • Familiarity with insurance terminology and documentation.
  • Ability to analyze and interpret insurance-related data.
  • Excellent verbal and written communication skills.
  • Strong problem-solving capabilities.
  • Understanding of fiduciary responsibilities towards clients and the company.
PHYSICAL DEMANDS:

This role requires regular verbal communication and active listening. The employee will spend extended periods seated at a computer, necessitating the ability to operate a keyboard. Occasional lifting of up to 25 pounds may be required. Vision requirements include close, distance, color vision, depth perception, and the ability to adjust focus.

This job description outlines the essential functions of the role. Other responsibilities may be assigned as necessary. This description is not intended as a contract and is subject to change. Reasonable accommodations may be made for individuals with disabilities to perform essential job functions.



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