Insurance Account Manager: Grow Relationships & Retain Clients

Automatic Data Processing, Inc.; Davenport (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Bonus

Medical, Dental, Vision, Life, and Dis

401(k) with Company Contributions

PTO: 11 paid holidays

Tuition reimbursement and paid certs

EAP and wellness program with rewards

$3,000 Referral Bonus

Job summary

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in Davenport, IA. The primary responsibility of the Account Manager is to maintain relationships with our valued clients by helping them with their insurance protection needs.

Account Managers manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients. The role requires strong communication, customer service experience, and the ability to analyze client data to optimize

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.

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 an exceptional, resourceful, and collaborative High-Performance Team (HPT).
• Regularly communicate with accounts to proactively 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.

Skills

Customer service

CRM

Communication

Time management

Data analysis

Industry knowledge

Adaptability

Tools

Epic

Microsoft Office

Job description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in Davenport, IA. The primary responsibility of the Account Manager is to maintain relationships with our valued clients by helping them with their insurance protection needs.

Account Managers manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients. The role requires strong communication, customer service experience, and the ability to analyze client data to optimize