Senior Insurance Account Leader: Client Growth & Retention

First MainStreet partnership; Sumner (WA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual Bonus

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) with Company Contributions

Paid Time Off

Tuition reimbursement

Certifications paid

EAP and wellness program

Referral Bonus

Job summary

First MainStreet Insurance is seeking a Senior Account Manager to maintain relationships with our valued clients and help them with their insurance protection needs. You will manage a portfolio of accounts, ensuring satisfaction and retention, while collaborating with a High-Performance Team.

The role requires a driven professional with customer relationship experience, insurance industry familiarity, and a proactive approach to growth and risk management.

Qualifications

• Proven experience in customer service and/or customer relationship management.
• Experience in the insurance industry is preferred.
• Desire to obtain license as required within 30 days of hire.

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 relationships

Communication skills

Time management

Interpersonal skills

Analytical skills

Tools

EPIC

MS Office

Excel

Job description

First MainStreet Insurance is seeking a Senior Account Manager to maintain relationships with our valued clients and help them with their insurance protection needs. You will manage a portfolio of accounts, ensuring satisfaction and retention, while collaborating with a High-Performance Team.

The role requires a driven professional with customer relationship experience, insurance industry familiarity, and a proactive approach to growth and risk management.