Insurance Account Manager – Growth & Retention

TrueNorth Companies, L.C.; West Burlington (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Annual Bonus

Health benefits

401(k) with company contributions

PTO & holidays

Donation match

Tuition reimbursement

Referral bonus

EAP & wellness program

Job summary

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in West Burlington, IA. The primary responsibility 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 offers a comprehensive benefits package including annual bonus, health coverage, a 401(k) with company contributions, PTO and

Qualifications

• Proven experience in customer service and/or customer relationship management.
• Desire to obtain license within 30 days of hire, if not currently licensed.
• Experience in the insurance industry is preferred.
• Proficiency with Microsoft Word, Excel, Outlook and basic PowerPoint.
• Exposure to agency management software such as EPIC.

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 help minimize exposures.
• Seek opportunities to round out accounts to mitigate client risk through coverage.
• Monitor account satisfaction and drive retention.
• Market new or renewal business, possibly with a Risk Advisor or independently.
• Accurately manage assigned account activity in EPIC and meet deadlines.
• Follow established workflows and processes; use provided tools.
• Develop knowledge of insurance industry trends and market conditions.
• Build and maintain relationships with clients and carriers.

Skills

Customer service

Customer relationship management

Microsoft Office

Communication skills

Time management

Tools

EPIC

Job description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in West Burlington, IA. The primary responsibility 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 offers a comprehensive benefits package including annual bonus, health coverage, a 401(k) with company contributions, PTO and