Insurance Account Manager — Client Growth & Retention

TrueNorth Companies, L.C.; Davenport (IA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Annual Bonus

Medical / Dental / Vision / Life / Dis

401(k) with Company Contributions

Paid Time Off (PTO) and holidays

Donation Match Program

Tuition reimbursement / certifications

Employee Assistance Program (EAP)

Referral bonus

Job summary

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in Davenport, IA. The primary responsibility is maintaining client relationships and assisting with insurance protection needs.

FMSI offers a comprehensive benefits package and opportunities for professional development. This role emphasizes servicing a book of business, collaborative teamwork, and ongoing client retention.

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 (Word, Excel, Outlook) and basic PowerPoint.
• Exposure to agency management software tools such as Epic.

Responsibilities

• Foster and maintain client relationships by managing a book of business.
• Serve as a contributing member of a High-Performance Team.
• Communicate with accounts to address concerns and identify growth opportunities.
• Monitor and report information from clients to minimize exposures.
• Seek opportunities to round out accounts to mitigate client risk through insurance coverage.
• Market new business and/or renewal business, possibly with a Risk Advisor.
• Manage activity in EPIC and meet deadlines.
• Build and maintain relationships with clients and carriers.

Skills

Customer service

Relationship management

Excellent communication

Data analysis

Microsoft Office

Industry knowledge

Education

Insurance license (within 30 days)

Tools

Epic

Job description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in Davenport, IA. The primary responsibility is maintaining client relationships and assisting with insurance protection needs.

FMSI offers a comprehensive benefits package and opportunities for professional development. This role emphasizes servicing a book of business, collaborative teamwork, and ongoing client retention.