Insurance Account Manager — Build Lasting Client Ties

Truenorth-Companies; West Burlington (IA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Annual Bonus

Health Insurance

401(k) with Company Contributions

Paid Time Off (PTO) and holidays

Tuition reimbursement and licenses/cet

Employee Assistance Program (EAP)

Referral Bonus

Job summary

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in West Burlington, IA. The role focuses on maintaining client relationships and helping clients with their insurance protection needs, managing a portfolio of accounts and ensuring satisfaction and retention.

The position offers full-time hours in West Burlington with benefits including medical/dental/vision, 401(k), paid time off, tuition reimbursement, and a referral bonus.

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.
• Experience in the insurance industry is preferred.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Exposure to agency management software tools, such as Epic.
• Ability to collect, analyze, and interpret insurance-related data.

Responsibilities

• Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist support.
• Serve as a contributing member of a High-Performance Team (HPT).
• Regularly communicate with accounts to address concerns, gather feedback and identify opportunities for account growth.
• Monitor and report information from clients to ensure we are assisting in minimizing exposures.
• Seek opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverage.
• Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention.
• Market new business and/or renewal business, possibly with a Risk Advisor or independently.
• Accurately manage assigned account activity in our agency management system (EPIC) and ensure deadlines are met.
• Follow established workflows and processes.
• Stay informed on industry trends and market conditions.

Skills

Customer service

Relationship management

License within 30 days

Insurance industry experience

Microsoft Office

EPIC software

Tools

EPIC software

Job description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in West Burlington, IA. The role focuses on maintaining client relationships and helping clients with their insurance protection needs, managing a portfolio of accounts and ensuring satisfaction and retention.

The position offers full-time hours in West Burlington with benefits including medical/dental/vision, 401(k), paid time off, tuition reimbursement, and a referral bonus.