Insurance Account Manager

1 month ago


Pella, Iowa, United States First Mainstreet Insurance L.c. Full time
Job Title: Insurance Account Manager

Job Summary:

As an Insurance Account Manager at First Mainstreet Insurance L.c., you will be responsible for maintaining strong relationships with clients while generating new business opportunities and achieving sales targets. You will manage a portfolio of assigned accounts, proactively seeking out potential clients/customers, conducting market research, and networking. Your role will involve providing risk management services to clients, with a focus on building trust and delivering exceptional results.

Key Responsibilities:

* Communicate effectively with clients, underwriters, and co-workers to achieve desired results
* Round out existing accounts by proactively selling additional coverages or policies
* Discuss/coordinate renewal strategy with client
* Review renewals 90-120 days prior to renewal and request necessary updates from the client
* Complete onboarding/integration plans for new business
* Assist in monitoring of service plans
* Analyze new business prospects with program structure & market selection
* Retain clients by maintaining a solid High Performance Team (HPT) structure
* Accurately maintain prospects, new, and renewal business in the agency management system (EPIC) to allow for proper analysis of trends when gaining or losing business
* Complete exposure risk analysis and stewardship reporting
* Coordinate proposal presentations to clients
* Research and answer coverage questions and make recommendations from/to clients; prepare any supporting documentation
* Negotiate with both insurance company underwriters and clients to obtain the best outcomes for all parties involved
* Increase industry and job knowledge as measured by attendance at continuing education, obtaining, or updating designations, and participation in other agency training offerings
* Travel or visit clients when necessary
* Maintain confidentiality of client and carrier information
* Perform other duties, as assigned, appropriate to the position

Requirements:

* Proven experience in an account executive role, 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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