First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Executive in our Borchardt Agency to nurture existing client relationships, drive new business opportunities, and meet sales goals. The Account Executive will oversee a portfolio of assigned accounts while actively identifying potential clients, conducting market research, and networking.
Benefits
- 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
Essential Job Functions & Responsibilities
- Provides risk management services to clients, with growth expectations different than those of a Risk Advisor
- Generates new business opportunities with an annual sales goal of $10,000 or more
- Fosters and maintains client relationships by managing a book of business with little to no Account Manager or Risk Advisor support
- Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies
- Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
- Network in community or specialty area
- Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
- Complete onboarding/integration plans for new business to ensure exceptional client experience
- Review renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket account
- Proactively communicate with accounts to address concerns, gather feedback, and identify opportunities for account growth