Account Manager

TrueNorth Companies•Walford, IA

10d

About The Position

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in our Butz Insurance Agency location 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. FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities. 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 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

Requirements

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
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

Nice To Haves

Experience in the insurance industry is preferred

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

Benefits

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
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

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