Insurance Account Manager II: Client Growth & Retention

Truenorth-Companies; Mason City (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Annual Bonus

Medical, Dental, Vision, Life, and Dis

401(k) with Company Contributions

Paid Time Off (PTO)

Tuition reimbursement and paid certs

Employee Assistance Program (EAP) and

$3,000 Referral Bonus

Job summary

First MainStreet Insurance (FMSI) in Mason City, IA is seeking an Account Manager II to maintain relationships with clients and assist with insurance protection needs. You will manage a portfolio, drive client satisfaction, and support retention efforts.

Ideal candidates have 2+ years in customer service and insurance, a license within 30 days, and strong communication and organizational skills. This role offers comprehensive benefits and opportunities for growth.

Qualifications

• 2+ years of experience in customer service and/or customer relationship management.
• 2+ years of experience within the insurance industry.
• Desire to obtain license as required within 30 days of hire.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Exposure to agency management software tools, such as Epic.
• Excellent communication and interpersonal skills.
• Excellent organizational and time management skills.
• Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trends.

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.
• Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently.
• Accurately manage assigned account activity in our agency management system (EPIC) and ensure all deadlines are met.
• Embrace the tools provided including following established workflows & processes.
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions.
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external.
• Assist with agency autonomy items including marketing, facilities as appropriate for your agency location.
• Maintain confidentiality of client and company information.
• Perform other duties, as assigned, appropriate to the position.

Skills

Customer service

Account management

Communication skills

Time management

Relationship management

Tools

EPIC

Microsoft Office

Word

Excel

Outlook

PowerPoint

Job description

First MainStreet Insurance (FMSI) in Mason City, IA is seeking an Account Manager II to maintain relationships with clients and assist with insurance protection needs. You will manage a portfolio, drive client satisfaction, and support retention efforts.

Ideal candidates have 2+ years in customer service and insurance, a license within 30 days, and strong communication and organizational skills. This role offers comprehensive benefits and opportunities for growth.