Senior Account Manager

Truenorth-Companies; Sumner (IA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual Bonus

Medical Insurance

401(k) with Company Contributions

PTO and 11 holidays

Tuition reimbursement and licenses

EAP and wellness program

$3,000 Referral Bonus

Job summary

First MainStreet Insurance, a TrueNorth entity, is seeking a Senior Account Manager to nurture client relationships and manage a diverse portfolio of insurance needs in Sumner, IA. This role focuses on retention, service quality, and growth opportunities within a collaborative team.

The position emphasizes strong communication, relationship-building, and industry knowledge, with opportunities for licensing and professional development within a supportive environment.

Qualifications

• Proven experience in customer service and/or customer relationship management.
• Desire to obtain license as required within 30 days of hire.
• Experience in the insurance industry is preferred.
• Proven experience in customer service and/or customer relationship management (duplicate in list, kept once).
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Exposure to agency management software tools, 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.
• Regularly communicate with accounts to address concerns, gather feedback and identify opportunities for growth.
• Monitor and report information from clients to help minimize exposures.
• Seek opportunities to round out accounts and mitigate client risk through insurance coverage.
• Monitor account satisfaction and support high retention levels.
• Market new business and/or renewals, possibly with a Risk Advisor or independently.
• Accurately manage assigned account activity in the agency management system (EPIC) and meet deadlines.

Skills

Customer service

Relationship management

Communication

License within 30 days

Industry knowledge

Microsoft Office

EPIC/agency management software

Data analysis

Continuous learning

Tools

EPIC

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Account Manager

FMSI Full Time Regular PR Sumner, IA, US

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking a Senior Account Manager for Wegner Insurance in Sumner, IA. The primary responsibility of the Senior 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.

About First MainStreet Insurance:

First MainStreet Insurance was established in 2017 as an organization dedicated to supporting local insurance agencies. Its mission is to help agencies preserve their hometown identity while gaining access to broader resources, expanding carrier markets, and the operational strength needed to stay competitive.

FMSI operates as an affiliate of TrueNorth Companies, a leading insurance and risk-management firm. TrueNorth established FMSI as a strategic platform to connect with and elevate community-based agencies across the Midwest. For years, FMSI has delivered innovative solutions and personal, relationship-driven service to meet our clients’ evolving needs. Our integrated platform spanning risk management, employee benefits, and personal financial strategies creates a comprehensive approach to the complex challenges of today’s world.

Come join our amazing team!

What FMSI Offers:

FMSI offers a lineup of excellent benefits to all full-time employees, including:

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

ESSENTIAL JOB FUNCTIONS & 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 & COMPETENCIES:

• 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
• Proven experience in customer service and/or customer relationship management
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Exposure to agency management software tools, such as Epic
• Ability to collect, analyze, and interpret insurance-related data
• Actively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutions
• Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
• Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
• Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trends

Physical Demands: The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.