Account Specialist (FMSI)

TrueNorth Companies, L.C.; Williamsburg (IA); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Annual Bonus

401(k) with Company Contributions

Paid Time Off (PTO) and holidays

Tuition reimbursement and paid certs

Referral Bonus

Job summary

First MainStreet Insurance (FMSI), a TrueNorth entity, seeks an Account Specialist for our Lillis Agency in Williamsburg, Iowa to maintain relationships with clients and assist with insurance protection needs. You will support Account Managers, Account Executives, and Risk Advisors while handling office operations and data in EPIC.

We value exceptional service, collaboration, and resourcefulness as core to delivering client-focused solutions across our Midwest network.

Qualifications

• Proven experience in service/support management or a related client-facing role.
• Desire to obtain a license as required, if not currently licensed.
• Experience in the insurance industry is preferred.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.

Responsibilities

• Support client relationships by assisting with a book of business in conjunction with a Risk Advisor or Account Manager.
• Develop and nurture strong relationships with clients by providing excellent service and support.
• Serve as a contributing member of a high-performance team and collaborate with internal staff.
• Regularly communicate with accounts to proactively address concerns.
• Process all administrative responsibilities promptly, including data entry and reporting for the team.
• Monitor account satisfaction and assist with measures to ensure retention.

Skills

Client service

Communication

Relationship building

Microsoft Office

Time management

Team collaboration

Tools

EPIC

Microsoft Office

Job description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Specialist for our Lillis Agency in Williamsburg, Iowa to maintain relationships with our valued clients by helping them with their insurance protection needs. Account Specialists support the Account Manager (s), Account Executive (s), and Risk Advisor(s), and overall office needs. FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities.

About First MainStreet Insurance

First MainStreet Insurance was established in 2017 as an organization dedicated to supporting local insurance agencies. Its mission is to help agencies preserve their hometown identity while gaining access to broader resources, expanding carrier markets, and the operational strength needed to stay competitive.

FMSI operates as an affiliate of TrueNorth Companies, a leading insurance and risk-management firm. TrueNorth established FMSI as a strategic platform to connect with and elevate community-based agencies across the Midwest. For years, FMSI has delivered innovative solutions and personal, relationship-driven service to meet our clients’ evolving needs. Our integrated platform spanning risk management, employee benefits, and personal financial strategies creates a comprehensive approach to the complex challenges of today’s world.

Come join our amazing team!

What FMSI Offers

FMSI offers a lineup of excellent benefits to all full-time employees, including:

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
• Donation Match Program
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

Position Summary

The primary responsibility of the Account Specialist is delivering high-quality service and support to our valued clients. Service Specialists will support the Account Manager(s), Account Executive(s), Risk Advisor(s), and any overall office needs.

Essential Job Functions & Responsibilities

• Support client relationships by assisting with a book of business in conjunction with a Risk Advisor or Account Manager
• Develop and nurture strong relationships with clients by providing excellent service and support to clients
• Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
• Regularly communicate with accounts to proactively address concerns
• Manage and report information from clients to ensure we are assisting to minimize exposures
• Process all administrative responsibilities promptly, including data integration and reporting for the team
• Monitor account satisfaction levels and assist with proactive measures to ensure high levels of account retention
• Assist with marketing new business and/or renewal business, in conjunction with a Risk Advisor or Account Manager
• Accurately assist with managing all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met
• Embrace the tools provided including following established workflows & processes
• Manage assigned office operations such as – mail, phones, office supplies, etc.
• Assist with agency autonomy items including marketing, facilities as appropriate for your agency location
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Maintain confidentiality of client and company information
• Perform other duties, as assigned, appropriate to the position

Skills & Competencies

• Proven experience in service/support management or a related client-facing role
• Desire to obtain a license as required, if not currently licensed
• Experience in the insurance industry is preferred
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels
• Exceptional problem-solving skills with a strong focus on client satisfaction
• Strong organization and time management skills
• Managing both client-facing responsibilities and internal office operations seamlessly
• Ability to adapt to a fast-paced and dynamic environment
• Ability to work with internal teams to report information, track tasks, and align efforts toward achieving client goals\Strong collaborative and morale skills to motivate and assist the internal high-performing team

Physical Demands: The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.