Account Manager

TrueNorth Companies • Davenport, IA

7d

About The Position

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in Davenport, Iowa. The Account Manager maintains relationships with valued clients by helping address their insurance protection needs. This role manages a portfolio of accounts, supports client satisfaction, and works to retain clients.

FMSI supports local insurance agencies by helping them preserve their hometown identity while accessing broader resources, expanded carrier markets, and operational support. As an affiliate of TrueNorth Companies, FMSI connects with and elevates community-based agencies across the Midwest through relationship-driven service and an integrated platform spanning risk management, employee benefits, and personal financial strategies.

The Account Manager manages a book of business, communicates proactively with clients, supports insurance marketing and renewals, and maintains accurate account records and deadlines. The role may receive support from a Risk Advisor or Account Specialist and contributes to a collaborative High-Performance Team.

Requirements

• Proven experience in customer service and/or customer relationship management.
• Obtain an insurance license as required within 30 days of hire if not currently licensed.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Ability to collect, analyze, and interpret insurance-related data.
• Excellent communication and interpersonal skills, including the ability to build rapport and influence stakeholders at all levels.
• Excellent organizational and time-management skills, including the ability to prioritize and manage multiple client accounts simultaneously.
• Ability and willingness to pursue professional development and stay informed about insurance industry trends.
• Ability to actively listen, ask clarifying questions, and communicate information or instructions clearly in written and verbal forms.
• Ability to sit for long periods, view a computer monitor, and type for up to eight hours a day.
• Vision abilities including close vision, distance vision, color vision, depth perception, and adjustment of focus.

Nice To Haves

• Experience in the insurance industry.
• Exposure to agency management software tools such as EPIC.

Responsibilities

• Foster and maintain client relationships by managing a book of business, with or without support from a Risk Advisor or Account Specialist.
• Contribute as a member of a resourceful and collaborative High-Performance Team.
• Communicate regularly with accounts to address concerns, gather feedback, and identify growth opportunities.
• Monitor and report client information to help minimize exposures.
• Identify opportunities to round out accounts and mitigate client risk through insurance coverage.
• Monitor account satisfaction and take proactive measures to support client retention.
• Market new and renewal business, independently or with a Risk Advisor.
• Manage assigned account activity accurately in the agency management system (EPIC) and meet deadlines.
• Use provided tools and follow established workflows and processes.
• Develop knowledge of insurance industry trends and market conditions.
• Build and maintain strong relationships with clients and carriers, both internal and external.
• Assist with agency autonomy items, including marketing and facilities, as appropriate for the agency location.
• Maintain confidentiality of client and company information.
• Perform other duties appropriate to the position as assigned.

Benefits

• Annual bonus.
• Medical, dental, vision, life, and disability insurance.
• 401(k) with company contributions.
• Paid time off and 11 paid holidays.
• Donation match program.
• Tuition reimbursement and paid certifications, licenses, and designations.
• Employee Assistance Program (EAP) and wellness program with financial incentives.
• $3,000 referral bonus.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed