Client Insurance Account Manager - Growth & Retention

TrueNorth Companies, L.C.

Osage (IA)

On-site

USD 52,000 - 74,000

Full time

10 days ago
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Benefits offered by this job

Annual Bonus
401(k) Plan
PTO and holidays
Donation Match
Tuition reimbursement and licenses
EAP and wellness program
Referral Bonus $3,000

Job summary

First MainStreet Insurance, a TrueNorth affiliate, is seeking an Account Manager in Osage, IA. You will maintain relationships with clients, manage a book of accounts, and work to retain and expand coverage as needed.

The role emphasizes strong communication, industry knowledge, and proactive risk management to protect clients’ interests while collaborating with a High-Performance Team.

Qualifications

  • Proven experience in customer service and/or customer relationship management.
  • Desire to obtain license as required within 30 days of hire, if not currently licensed.

Responsibilities

  • Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist support.
  • regular communication with accounts to address concerns, gather feedback and identify opportunities for growth.

Skills

Customer service
License within 30 days
Insurance knowledge
Data analysis
Communication skills
Organization & time management
Continuous learning mindset
Industry trends awareness
Relationship building

Tools

Microsoft Office
Epic

Job description

First MainStreet Insurance, a TrueNorth affiliate, is seeking an Account Manager in Osage, IA. You will maintain relationships with clients, manage a book of accounts, and work to retain and expand coverage as needed.

The role emphasizes strong communication, industry knowledge, and proactive risk management to protect clients’ interests while collaborating with a High-Performance Team.

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