Job Description

Job Description

POSITION TITLE: Account Manager

REPORTS TO: Operations Department

CLASSIFICATION: Exempt

DATE: May 2025 

EEO CLASSIFICATION: Professionals

POSITION SUMMARY:

The primary responsibility of the Account Manager is 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.

ESSENTIAL JOB FUNCTIONS & 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 

SKILLS & COMPETENCIES:

• 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 
• Experience in the insurance industry is preferred, specifically in the Employee Benefits space
• 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

Physical Demands: The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

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