Insurance Portfolio Manager
2 days ago
Job Summary:
We are seeking a highly skilled Account Manager to join our team at First MainStreet Insurance, L.C. The successful candidate will be responsible for maintaining strong relationships with our valued clients, providing exceptional service, and driving business growth.
Key Responsibilities:
- Develop and nurture 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 accurate.
- Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention.
- Market new business and/or renewal business, working independently or in conjunction with a Risk Advisor.
- Manage all account work in our agency management system (EPIC) to ensure data accuracy.
- Seek 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 in utilizing Microsoft Office and other applications to maximize efficiency.
- 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.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
-
Insurance Portfolio Manager
1 day ago
Madison Lake, Minnesota, United States First MainStreet Insurance, L.C. Full timeAccount ManagerAt First MainStreet Insurance, L.C., we are seeking a highly skilled Account Manager to join our team. As a key member of our High-Performance Team, you will be responsible for maintaining strong relationships with our valued clients, ensuring their satisfaction, and driving account growth.Key Responsibilities:Develop and nurture relationships...
-
Insurance Account Manager
2 days ago
Madison, Minnesota, United States First MainStreet Insurance, L.C. Full timeAccount 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 building and maintaining strong relationships with our valued clients, providing them with exceptional service and ensuring their satisfaction.Key Responsibilities:Develop and...
-
Insurance Account Manager
11 hours ago
Madison, Minnesota, United States First MainStreet Insurance, L.C. Full timeAccount 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 exceptional service, and ensuring their satisfaction.Key Responsibilities:Develop and nurture relationships...
-
Insurance Account Manager
2 days ago
Madison, Minnesota, United States First MainStreet Insurance, L.C. Full timeAccount 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 building and maintaining strong relationships with our valued clients, providing them with exceptional service and ensuring their satisfaction.Key Responsibilities:Develop and...
-
Account Manager
2 days ago
Madison, Minnesota, United States First MainStreet Insurance, L.C. Full timeJob Title: Account ManagerAt First MainStreet Insurance, L.C., we are seeking a highly skilled and experienced Account Manager to join our team. As an Account Manager, you will be responsible for maintaining strong relationships with our valued clients, helping them with their insurance protection needs, and ensuring their satisfaction.Key...
-
Banking Center Manager
3 weeks ago
Madison, Minnesota, United States Old National Bank Full timeJob Title: Banking Center ManagerOld National Bank is seeking a highly skilled and experienced Banking Center Manager to lead our team in delivering exceptional client experiences and driving business growth. As a key member of our leadership team, you will be responsible for the overall performance of the banking center, including sales, customer service,...
-
Retail Store Manager
1 day ago
Madison Lake, Minnesota, United States Hobby Lobby Full timeJob Title: Co-Manager Retail StoreAt Hobby Lobby, we're seeking a talented Co-Manager to join our retail team. As a Co-Manager, you will play a key role in driving sales growth, improving customer satisfaction, and leading a high-performing team.Key Responsibilities:Lead and motivate a team of retail sales associates to achieve sales goals and provide...
-
Extension Educator for Youth Development
2 days ago
Madison, Minnesota, United States University of Minnesota Extension Service Full timeAbout the PositionThe University of Minnesota Extension Service is seeking a highly motivated and experienced Extension Educator for Youth Development to join our team. As a key member of our team, you will play a critical role in leading, managing, and stewarding the full range of 4-H Youth Development programming in the county/tribal community.Job...
-
Lubrication Specialist
2 weeks ago
Madison, Minnesota, United States PURIS Proteins Full timeMaintenance & Lubrication TechnicianThe Maintenance & Lubrication Technician plays a critical role in preserving and improving the reliability of plant machines and systems by delivering and supporting precise machine lubrication practices. This technician leads lubrication excellence, ensuring that lubrication best practices are used in the performance of...
-
Travel Nurse RN
1 month ago
Madison, Minnesota, United States OneStaff Medical Full timeAbout OneStaff MedicalWe are a nationally-recognized and independently-owned staffing firm dedicated to providing exceptional staffing solutions for healthcare professionals. Our team is passionate about helping skilled nurses like you find their dream assignments and achieve a better work-life balance.The PositionWe are seeking a skilled Travel Nurse RN to...
-
Travel Nurse RN Long Term Care Position
2 weeks ago
Madison, Minnesota, United States Genie Healthcare Full timeTravel Nurse RN Long Term Care Job OpportunityGenie Healthcare is seeking a skilled Travel Nurse RN to join our team in Madison, Minnesota.Job DetailsSpecialty: Long Term CareDiscipline: RNDuration: 13 weeksHours: 36 hours per weekShift: 12 hours, nightsEmployment Type: Travel1 year of experience required.Genie Healthcare offers a competitive pay package...
-
Travel Nurse RN Position
2 days ago
Madison, Minnesota, United States Genie Healthcare Full timeTravel RN Long Term Care Job OpportunityGenie Healthcare is seeking a skilled Travel RN to join our team in Madison, Minnesota.Job DetailsSpecialty: Long Term CareDiscipline: RNDuration: 13 weeksHours: 36 hours per weekShift: 12 hours, nightsEmployment Type: Travel1 year of experience required.Genie Healthcare offers a competitive pay package based on 12...
-
Travel Nurse RN Long Term Care
3 weeks ago
Madison, Minnesota, United States RNnetwork Full timeJob Title: Travel Nurse RN Long Term CareRNnetwork is seeking a skilled travel nurse RN Long Term Care to join our team in Madison, Minnesota.Job Description & RequirementsSpecialty: Long Term CareDiscipline: RNShift: 12 hours, nightsEmployment Type: TravelAs a long-term care nurse in Madison, you'll provide compassionate care and support to patients who...
-
Traveling Healthcare Professional
2 weeks ago
Madison Lake, Minnesota, United States Trustaff Full timeAbout this JobJob Summary: As a Long Term Care Registered Nurse with Trustaff, you will play a vital role in providing patient care at skilled nursing and assisted living facilities.Key Responsibilities:Develop and implement individualized care plans for patientsMonitor patients' long-term progress and adjust care plans as neededSupervise and coordinate...
-
Financial Portfolio Manager
4 weeks ago
Madison, Wisconsin, United States Creative Financial Staffing Full timeProperty Accountant Role OverviewThis Property Accountant position is an exciting opportunity to join a dynamic and supportive team within a rapidly growing organization. As a key member of the team, you will be responsible for managing and overseeing a portfolio of properties, reviewing and analyzing financial statements, and overseeing the month-end close...
-
Insurance General Manager
2 weeks ago
Madison, Wisconsin, United States American Family Insurance Full timeJob SummaryWe are seeking a highly skilled Insurance General Manager to join our team at American Family Insurance. As a key member of our organization, you will be responsible for driving product performance for complex states, collaborating with product areas to achieve business objectives, and providing quantitative analysis and recommendations to...
-
Senior Client Manager
3 weeks ago
Madison, Wisconsin, United States M3 Insurance Full timeThe OpportunityWe are seeking a highly skilled Senior Client Manager to join our team at M3 Insurance. As a key member of our client management team, you will be responsible for building and nurturing relationships with our clients, utilizing your expertise in insurance and dynamic communication skills to drive business growth and success.Key...
-
Investment Portfolio Manager
2 days ago
Madison, Wisconsin, United States Bankers Bank Full timeInvestment DirectorBankers' Bank is a leading financial institution with a strong presence in the market, providing a range of services to community banks. Our team is seeking an experienced Investment Director to join our Investments team.Key Responsibilities:Buy and sell bank eligible fixed income securities for community banks.Provide portfolio analysis...
-
Insurance Account Manager
11 hours ago
Madison, Wisconsin, United States First MainStreet Insurance, L.C. Full timeAccount 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 building and maintaining strong relationships with our valued clients, providing them with exceptional service and ensuring their satisfaction.Key Responsibilities:Develop and...
-
Investment Portfolio Manager
3 weeks ago
Madison, Wisconsin, United States State of Wisconsin Investment Board Full timeAbout the RoleWe are seeking a highly skilled Financing & Collateral Management Analyst to join our Asset & Risk Allocation (ARA) division at the State of Wisconsin Investment Board (SWIB). As a key member of our team, you will play a critical role in building a centralized portfolio-finance and collateral-management function at the Fund level.Key...
-
Insurance Sales Manager
4 days ago
Madison, United States Freeway Insurance Services America LLC Full timeUnlock Your Potential as a Store Manager at Freeway Insurance Services America LLCAre you a motivated and ambitious professional looking to take your career to new heights? Do you have a passion for sales and leadership? We're seeking a talented Store Manager to join our team at Freeway Insurance Services America LLC.About the RoleAs a Store Manager, you...
-
Surgical Research Portfolio Manager
3 weeks ago
Madison, Wisconsin, United States U W-MADISON DIV. CONTINUING STUDIES Full timeJob SummaryThe Office of Clinical Research in the Department of Surgery at the University of Wisconsin-Madison is seeking a highly skilled Surgery Research Portfolio Manager to support surgical clinical research. This role will be responsible for managing the activation, maintenance, and closure of clinical trials, as well as providing expertise on clinical...
-
Investment Portfolio Manager Assistant
2 days ago
Madison, WI , USA, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As an Investment Specialist Assistant, you'll play a key role in supporting our Wealth Management team, providing exceptional client service, and ensuring the quality of our portfolios.Key ResponsibilitiesProvide timely and accurate support...
-
Insurance Underwriter
4 weeks ago
Madison, Wisconsin, United States Rural Mutual Insurance Full timeUnderwriter Job DescriptionRural Mutual Insurance is seeking a highly skilled Underwriter to join our team. As an Underwriter, you will play a critical role in developing a strong understanding of underwriting, marketing, claims, loss control, audit, and other departments that make up an insurance company.Key Responsibilities:Develop a strong understanding...
-
Insurance Forms Specialist
1 month ago
Madison, Wisconsin, United States Homesite Insurance Full timeJob SummaryWe are seeking a highly skilled Insurance Forms Specialist to join our team at Homesite Insurance. As a key member of our organization, you will play a critical role in designing and developing forms to comply with state insurance requirements and support our Personal Lines Property business and client needs.Key ResponsibilitiesCreate...
-
Insurance Forms Specialist
4 weeks ago
Madison, Wisconsin, United States Homesite Insurance Full timeJob Title: Forms AnalystAt Homesite Insurance, we are seeking a highly skilled Forms Analyst to join our team. As a Forms Analyst, you will play a critical role in designing and developing forms to comply with state insurance requirements and support our Personal Lines Property business and client needs.Key Responsibilities:Create system-generated...
-
Insurance Account Manager
1 month ago
Fort Madison, Iowa, United States Gpac Full time{"title": "Personal Lines Account Manager", "description": "Key ResponsibilitiesAs a Personal Lines Account Manager, you will be responsible for managing a portfolio of personal lines insurance accounts, providing exceptional service to clients. This includes reviewing and assessing client insurance needs, recommending coverage options, and preparing...
-
Insurance Operations Specialist
1 day ago
Madison, Wisconsin, United States Rural Mutual Insurance Full timeJob OverviewRural Mutual Insurance is seeking a skilled Insurance Operations Specialist to join our dedicated team. As a key member of our operations team, you will play a vital role in ensuring the accuracy and efficiency of our insurance policy processing and billing procedures.Key ResponsibilitiesManage policy transactions by reviewing new business,...
-
Insurance Operations Specialist
4 weeks ago
Madison, Wisconsin, United States Rural Mutual Insurance Full time{"title": "Insurance Operations Specialist", "description": "Job SummaryWe are seeking a highly skilled Insurance Operations Specialist to join our team at Rural Mutual Insurance. This role plays a critical part in ensuring the accuracy and efficiency of our insurance policy processing and billing procedures.Key ResponsibilitiesProcess policy transactions by...
-
Insurance Operations Specialist
4 weeks ago
Madison, Wisconsin, United States Rural Mutual Insurance Full timeInsurance Operations SpecialistWe are seeking a highly skilled Insurance Operations Specialist to join our team at Rural Mutual Insurance. This critical role plays a vital part in ensuring the accuracy and efficiency of our insurance policy processing and billing procedures.Key Responsibilities:Process policy transactions by reviewing new business, changes,...
-
Insurance Operations Specialist
2 weeks ago
Madison, Wisconsin, United States Rural Mutual Insurance Full time{"title": "Insurance Operations Specialist", "description": "Job SummaryWe are seeking a highly skilled Insurance Operations Specialist to join our team at Rural Mutual Insurance. This role plays a critical part in ensuring the accuracy and efficiency of our insurance policy processing and billing procedures.The ideal candidate will have extensive experience...
-
Account Manager
4 days ago
Madison, United States First MainStreet Insurance, L.C. Full timePOSITION 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...
-
Account Manager
2 days ago
Madison, United States First MainStreet Insurance, L.C. Full timeJob 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...
-
Account Manager
4 days ago
Madison, United States First MainStreet Insurance, L.C. Full timePOSITION 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...