Insurance Account Manager | Client Relations

Truenorth-Companies; Osage (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual Bonus

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Company Contributions

Paid Time Off

Tuition reimbursement

EAP and wellness program

Referral Bonus

Job summary

First MainStreet Insurance (FMSI) in Osage, IA, is seeking an Account Manager to maintain relationships with our clients and assist with their insurance protection needs.

You will manage a portfolio of accounts, communicate with clients, and collaborate with a high-performance team to minimize exposures and retain business. This full-time role offers comprehensive benefits and opportunities for professional growth within a network of Midwest agencies.

Qualifications

• Proven experience in customer service and/or customer relationship management.
• Desire to obtain license within 30 days of hire.
• Insurance industry knowledge preferred.
• MS Office (Word, Excel, Outlook, PowerPoint).
• Exposure to agency management software tools such as Epic.
• Ability to collect, analyze, and interpret insurance-related data.
• Stay informed on industry trends and market conditions.
• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Commitment to continuous professional development.

Responsibilities

• Foster and maintain client relationships by managing a book of business.
• Serve as a contributing member of a High-Performance Team.
• Regularly communicate with accounts to address concerns and opportunities.
• Monitor information from clients to minimize exposures.
• Seek opportunities to round out accounts and mitigate risk.
• Monitor account satisfaction and drive retention.
• Market new or renewal business, with or without a Risk Advisor.
• Manage activity in EPIC and meet deadlines.
• Embrace tools and established workflows and processes.
• Develop knowledge of insurance trends and market conditions.
• Build strong relationships with clients and carriers.

Skills

Customer service

CRM experience

License within 30 days

Insurance industry knowledge

MS Office

Data analysis

Communication skills

Time management

Professional development

Tools

Epic

Job description

First MainStreet Insurance (FMSI) in Osage, IA, is seeking an Account Manager to maintain relationships with our clients and assist with their insurance protection needs.

You will manage a portfolio of accounts, communicate with clients, and collaborate with a high-performance team to minimize exposures and retain business. This full-time role offers comprehensive benefits and opportunities for professional growth within a network of Midwest agencies.