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Account Manager

Company: First MainStreet Insurance, L.C.
Location: Perry
Posted on: November 26, 2022

Job Description:

Description: POSITION SUMMARY:The Account Manager's job is to perform duties and maintain quality service to our risk management accounts - it will require working with clients, insurance companies, and producer(s).ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

  • Accurately manage client accounts and ensure all deadlines are met
  • Assist producer in marketing and placing new business and/or renewal business
  • Prepare renewals of insurance
  • Communicate and partner with insurance companies to ensure we are meeting on the client expectations
  • Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients
  • Collect and report information from client to ensure we are assisting in minimizing exposures
  • Communicate with clients and answer questions regarding their policies and/or services
  • Build and maintain strong, long-lasting relationships with clients, both internal and external
  • Maintain confidentiality of client and company information
  • Perform other duties as assigned appropriate to the positionEDUCATION & EXPERIENCE
    • High School diploma or GED required
    • College level business courses preferred
    • Minimum 2 years work experience in the insurance industry preferred
    • P&C Insurance licenses required or ability to obtain within 90 days of employment; will maintain annually
    • Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper free environment.
    • Customer service experience or support, preferably in insurance industrySKILLS & COMPETENCIES
      • Strong organizational and time management skills
      • Ability to prioritize work load
      • Extremely accurate and detail-oriented
      • Knowledge of insurance terms and documents
      • Ability to analyze and interpret insurance data
      • Strong and professional verbal and written communication skills
      • Strong problem-solving skills
      • Understand and maintain fiduciary responsibility for company, client, and producerTrueNorth Companies is an equal opportunity employer. TrueNorth does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business needs. Requirements:


Keywords: First MainStreet Insurance, L.C., Des Moines , Account Manager, Executive , Perry, Iowa

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