Account Specialist (FMSI)

TrueNorth Companies • Grinnell, IA

4h • Onsite

About The Position

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Specialist in their Ramsey-Weeks location. This role involves maintaining relationships with valued clients by assisting them with their insurance protection needs and supporting Account Managers, Account Executives, and Risk Advisors, as well as overall office needs. FMSI, established in 2017, supports local insurance agencies by helping them preserve their hometown identity while providing access to broader resources, expanding carrier markets, and operational strength. As an affiliate of TrueNorth Companies, FMSI connects with and elevates community-based agencies across the Midwest, delivering innovative solutions and relationship-driven service in risk management, employee benefits, and personal financial strategies.

Requirements

• Proven experience in service/support management or a related client-facing role
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels
• Exceptional problem-solving skills with a strong focus on client satisfaction
• Strong organization and time management skills
• Managing both client-facing responsibilities and internal office operations seamlessly
• Ability to adapt to a fast-paced and dynamic environment
• Ability to work with internal teams to report information, track tasks, and align efforts toward achieving client goals. Strong collaborative and morale skills to motivate and assist the internal high-performing team

Nice To Haves

• Desire to obtain a license if not currently licensed
• Experience in the insurance industry is preferred

Responsibilities

• Support client relationships by assisting with a book of business in conjunction with a Risk Advisor or Account Manager
• Develop and nurture strong relationships with clients by providing excellent service and support to clients
• Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
• Regularly communicate with accounts to proactively address concerns
• Manage and report information from clients to ensure we are assisting to minimize exposures
• Process all administrative responsibilities promptly, including data integration and reporting for the team
• Monitor account satisfaction levels and assist with proactive measures to ensure high levels of account retention
• Assist with marketing new business and/or renewal business, in conjunction with a Risk Advisor or Account Manager
• Accurately assist with managing all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met
• Embrace the tools provided including following established workflows & processes
• Manage assigned office operations such as – mail, phones, office supplies, etc.
• Assist with agency autonomy items including marketing, facilities as appropriate for your agency location
• 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
• 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

What This Job Offers

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