Insurance Portfolio Manager

1 day ago

Mason City, Iowa, 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, ensuring their satisfaction, and the retention of those clients. You will be the primary contact for your accounts, understanding their needs and coordinating with the internal team to deliver exceptional service to them.

Key Responsibilities:

  • Develop and nurture strong relationships with assigned accounts, 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
  • 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

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