Account Manager - Britt, United States - First MainStreet Insurance, L.C.

First MainStreet Insurance, L.C. Britt, United States

2 weeks ago

Description

POSITION TITLE: Account Manager DATE: January 2024

REPORTS TO: Operations Department

CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals

POSITION SUMMARY:

An Account Manager is responsible for maintaining relationships with our valued clients by helping them with their insurance protection needs. They will manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients. They are the primary contact for their accounts, understanding their needs and coordinating with the internal team to deliver exceptional service to them. The Account Manager will be part of an exceptional, resourceful, and collaborative High-Performance Team (HPT) here at First Mainstreet Insurance.

ESSENTIAL JOB FUNCTIONS & 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 client to ensure we are assisting to minimize exposures
Seeks 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

SKILLS & COMPETENCIES

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

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

PIaf20eb22b7c

An Account Manager is a professional responsible for managing and maintaining relationships with clients or customers. They are typically in charge of overseeing the sales and service of a particular account or group of accounts

3 weeks ago

Apex Ventures Wesley, United States

Connecting people and technologies, creating the perfect match for our clients, and always finding the right experts for each challenge - that is our goal at FERCHAU and we are looking for you: an ambitious salesperson for our team in Darmstadt. We realize exciting projects for r ...
A Junior Key Account Manager is a person who is responsible for managing and maintaining relationships with important clients or customers on behalf of a company. They are typically at a lower level in the company hierarchy and work under the supervision of a senior Key Account Manager

3 weeks ago

ZephyrTech Renwick, United States

At PAVOY, you can expect diverse tasks, flat hierarchies, and short decision-making processes. We offer you room for creativity and autonomy, with support and backing, as well as a permanent contract. Additionally, we provide the opportunity for remote work, employee benefits suc ...
Account Manager

3 weeks ago

First MainStreet Insurance, L.C. Mason City, United States

POSITION TITLE : Account Manager DATE: January 2024 REPORTS TO : Operations Department CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals POSITION SUMMARY: An Account Manager is responsible for maintaining relationships with our valued clients by helping them with their ins ...
Account Manager

2 weeks ago

First MainStreet Insurance, L.C. Mason City, United States

POSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them with t ...
Account Manager

2 weeks ago

First MainStreet Insurance, L.C. Mason City, United States

Job Description · Job DescriptionPOSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valu ...
Account Manager

2 weeks ago

First MainStreet Insurance, L.C. Mason City, United States

Job Description · Job DescriptionPOSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valu ...
Account Manager

3 weeks ago

First MainStreet Insurance, L.C. Mason City, United States Full time

POSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them with t ...
Account Manager

2 weeks ago

First MainStreet Insurance, L.C. Mason City, United States

Job Description · Job DescriptionPOSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valu ...
Account Manager

3 weeks ago

Skywalk Group Mason City, United States

Are you a motivated professional seeking a rewarding career within the insurance industry? Look no further · Edwards-Brandt & Associates is experiencing exciting growth and is seeking an Account Manager to join its team in Mason City, IA. · As an Account Manager, you'll maintai ...
Account Manager

3 weeks ago

Oxford Global Resources Laguna Hills, United States

Account Manager · Come work for a leading staffing and consulting company with offices across North America and Europe. As an Account Manager at Oxford, you will be building a book of business in one of the fastest growing industries - healthcare, IT, engineering or life sciences ...
Account Manager

2 weeks ago

First MainStreet Insurance, L.C. Mason City, United States

Job Description · Job DescriptionPOSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valu ...
Account Manager

18 hours ago

First MainStreet Insurance, L.C. Mason City, United States

POSITION TITLE : Account Manager DATE: January 2024 · REPORTS TO : Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them with t ...
Account Manager

2 weeks ago

Oxford Global Resources Laguna Hills, United States

Position Summary · Come work for a leading staffing and consulting company with offices across North America and Europe. As an Account Manager at Oxford, you will be building a book of business in one of the fastest growing industries - healthcare, IT, engineering or life scienc ...
Account Manager

3 weeks ago

First MainStreet Insurance, L.C. Mason City, IA, United States

POSITION TITLE : Account Manager DATE: January 2024 · REPORTS TO : Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them wit ...
Account Manager

3 weeks ago

First MainStreet Insurance, L.C. Mason City, IA, United States

POSITION TITLE : Account Manager DATE: January 2024 · REPORTS TO : Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them wit ...
Account Manager

2 days ago

First MainStreet Insurance, L.C. Mason City, United States

POSITION TITLE : Account Manager DATE: January 2024 · REPORTS TO : Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them with t ...
Account Manager

2 weeks ago

First MainStreet Insurance, L.C. Mason City, United States

POSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them with t ...
Account Manager

1 day ago

First MainStreet Insurance, L.C. Mason City, United States

POSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by helping them with t ...
Account Manager

5 days ago

First MainStreet Insurance, L.C. Mason City, United States

Job Description · POSITION TITLE: Account Manager DATE: January 2024 · REPORTS TO: Operations Department · CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals · POSITION SUMMARY: · An Account Manager is responsible for maintaining relationships with our valued clients by h ...
Accounting Manager

1 week ago

Century Group Laguna Hills, United States

A Real Estate Investment firm that has been rated a Top Place to Work in Orange County is looking to hire an Accounting Manager The Accounting Manager will report to the Controller, manage a team of 2, and work in their newly renovated office in Laguna Hills, CA. Exact compensati ...