Marketing Account Specialist

First MainStreet Insurance, L.C. - Stuart, IA

Full-time - Entry Level

Stuart, IA

Insurance Carriers and Related Activities

About the position

The Account Manager at First Mainstreet Insurance is responsible for maintaining and nurturing relationships with clients, ensuring their insurance protection needs are met. This role involves managing a portfolio of accounts, serving as the primary contact for clients, and coordinating with internal teams to deliver exceptional service. The Account Manager plays a crucial role in client retention and satisfaction, while also seeking opportunities for account growth and development.

Responsibilities

• Develop and nurture strong relationships with assigned accounts after sale is made, serving as their trusted advisor and primary point of contact regarding their insurance policies.
• Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growth.
• Manage assigned accounts and ensure all deadlines are met.
• Manage and report information from clients to ensure we are assisting to minimize exposures.
• Seek opportunities to round out accounts to ensure we are fully mitigating the clients' risk through insurance coverages.
• 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.
• Manage all account work in our agency management system (EPIC) to ensure all data is accurate.
• Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions and competitors.
• Embrace the tools provided to become efficient in managing a book of business that is assigned.
• Maintain confidentiality of client and carrier information.
• Perform other duties, as assigned, appropriate to the position.

Requirements

• Proven experience in account management, customer relationship management, or sales.
• Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment.
• Expectation to become licensed in 90 days.
• Proficient in utilizing service management software and tools like EPIC.
• 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.
• Knowledge of the insurance industry terminology and documentation.
• Ability to collect, analyze and interpret insurance-related data.