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Account Manager - Stuart Iowa
Company: First MainStreet Insurance, L.C. Location: Stuart, Iowa
Posted On: 05/03/2024
POSITION TITLE: Account Manager DATE: January 2024 REPORTS TO: Operations Department CLASSIFICATION: Exempt EEO CLASSIFICATION: ProfessionalsPOSITION 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 positionSKILLS & COMPETENCIES
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