- 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
- 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
-
Personal Lines Account Manager/csr
6 days ago
Ottawa Kent Insurance Martin, United States**Personal Insurance Account Manager / CSR** · Are you a driven Account Manager / CSR ready to realize your full potential? How would you like to: · - Create genuine connections with your teammates and clients · - Help people pursue opportunities and protect families · - Use your ...
-
Key Account Manager in North-West Germany
2 weeks ago
Horizon Ventures Stuart, United StatesOur client is a global company that specializes in precision therapies for individuals with cancer and blood disorders. They use a precise and agile approach to develop medicines that target specific genetic drivers and aim to stay ahead of the disease at various stages. Since 20 ...
-
Account Manager
1 week ago
United Land Services Fort Pierce, United States**Qualifications**: · - Bachelor's degree in Horticulture, Field Management or closely related field and a minimum of five years' relevant experience required. · - Prior Landscape or Construction Industry experience preferred. · - An equivalent combination of related training and ...
-
Accounting Manager
2 weeks ago
Health In Tech Stuart, United StatesThe Accounting Manager will plan and direct the accounting activities of the department. · Responsibilities Include · Manage the accounting staff who are responsible for financial reporting, billing, collections, and budget preparation. · Establish internal controls and guideli ...
-
Account Manager
2 days ago
First MainStreet Insurance, L.C. Stuart, United StatesPOSITION 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 ...
-
Accounting Manager
1 week ago
Health In Tech Stuart, United StatesThe Accounting Manager will plan and direct the accounting activities of the department. · Responsibilities Include · Manage the accounting staff who are responsible for financial reporting, billing, collections, and budget preparation.Establish internal controls and guidelines ...
-
Account Manager
3 days ago
First MainStreet Insurance, L.C. Stuart, United StatesPOSITION 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 week ago
First MainStreet Insurance, L.C. Stuart, United StatesPOSITION 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 ...
-
Dealer Account Manager
2 weeks ago
Westlake Services Stuart, United StatesWESTLAKE FINANCIALWestlake Financial is the largest privately held auto finance company in the Nation.We are committed to growing and strengthening our organization by hiring the people that make Westlake World (our culture) what it is. Through hiring the best fitting Candidates, ...
-
Dealer Account Manager
1 week ago
Westlake Services Stuart, United StatesWESTLAKE FINANCIAL · Westlake Financial is the largest privately held auto finance company in the Nation. · We are committed to growing and strengthening our organization by hiring the people that make Westlake World (our culture) what it is. Through hiring the best fitting Can ...
-
Sales Account Manager
2 days ago
Coca-Cola Beverages Florida Stuart, United StatesWho We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. · Coke Florida sells, markets, manufactures and distrib ...
-
Senior Accounting Manager
2 weeks ago
EmergencyMD Stuart, United StatesSUMMARY · Responsible for the daily maintenance of the various general ledgers. Assists in managing · monthly, quarterly and annual closing activities. · ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: · 1. Complies with agency policies and procedures. · 2. Perform m ...
-
Senior Accounting Manager
2 weeks ago
VNA of Florida Stuart, United StatesSUMMARY · Responsible for the daily maintenance of the various general ledgers. Assists in managing · monthly, quarterly and annual closing activities. · ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: · 1. Complies with agency policies and procedures. · 2. Perf ...
-
Sales Account Manager
3 days ago
Coca-Cola Beverages Florida Stuart, United StatesWho We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes ...
-
Residential Account Manager
6 days ago
HomeTeam Pest Defense Fort Pierce, United StatesOverview: · **At **HomeTeam**, we put people first**.** **We make sure at **HomeTeam **you have the tools, support, and training to deliver a delightful experience to every customer.** Our friendly, warm work environment means great work gets recognized and rewarded. If you take ...
-
Account Based Marketing Manager
2 weeks ago
Stuart Delievery Ltd Stuart, United StatesStuart is a sustainable · last-mile logistics company that connects retailers and e-merchants to a fleet of geolocalised couriers across several countries in Europe. · We are an impact-driven company that aims to build the future of logistics for a more sustainable world: shared ...
-
Accounts Payable Coordinator
2 weeks ago
Flooring of Stuart Stuart, United StatesOverview: · We are seeking an experienced and detail-oriented Accounts Payable Coordinator to join our team. As an Accounts Payable Coordinator, you will be responsible for managing all aspects of the accounts payable process, ensuring accuracy and timeliness in processing invoic ...
-
Management Trainee
2 weeks ago
bealls Stuart, United States**Position: MANAGEMENT TRAINEE (MT)** · **Non-Exempt: Manager** · Start your career at Bealls Inc. and join a team that brings a people-first approach to everything we do bealls, Home Centric, and Bealls Florida are part of Bealls Inc., a family owned and operated business where ...
-
General Cleaner
2 weeks ago
4M Building Solutions LLC Stuart, United States**General Cleaner**: · You'll be a frontline ESSENTIAL WORKER, trained and ready to tackle a variety of responsibilities including: · - Get trained in 4M's state-of-the-art cleaning and disinfecting practices using green-sealed certified supplies and equipment. (No prior experien ...
-
Roto-Rooter Services Company Stuart, United StatesOverview: · **$75,000 - $100,000+ a year** · **Mileage reimbursement** · **Company information/Overview**: · Roto-Rooter is a great place to work, providing outstanding pay, flexible work schedules and top benefits for our outside sales representative team. No plumbing experience ...
Account Manager - Stuart, United States - First MainStreet Insurance, L.C.
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
SKILLS & COMPETENCIES
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.
PIe1dfbdef23c