(Urgent Search) Account Manager
Company: First MainStreet Insurance, L.C.
Location: Mankato
Posted on: July 4, 2025
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Job Description:
Job Description Job Description POSITION TITLE: Account Manager
REPORTS TO: Operations Department CLASSIFICATION: Exempt DATE:
January 2025 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. Account Managers manage a portfolio of accounts, ensuring
their satisfaction, and the retention of those clients. They are
the primary contact for their assigned accounts, understand their
needs, and coordinate with the internal team to deliver exceptional
service. As part of First Mainstreet Insurance, the Account Manager
will be a key member of an exceptional, resourceful, and
collaborative High-Performance Team (HPT). ESSENTIAL JOB FUNCTIONS
& RESPONSIBILITIES: - Manage and maintain client relationships –
manage book of business that may or may not have Risk
Advisor/Service Specialist support - Develop and nurture strong
relationships with assigned accounts, 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 clients to ensure we
are assisting in minimizing exposures - Seeks 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 - Marketing 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 role - Expectation of becoming
licensed in P&C within 30 days, if not already - Knowledge of
the insurance industry terminology and documentation - 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 - Proficient in utilizing agency 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 - Demonstrating a
continuous learning mindset by actively seeking opportunities for
professional development and staying updated on insurance industry
trends - Proficient or able to quickly learn and utilize Microsoft
Office and other applications to maximize efficiency and function
in a paper-free environment 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 the 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 essential job functions.
PIb363f41ef161-25405-37987020
Keywords: First MainStreet Insurance, L.C., Eau Claire , (Urgent Search) Account Manager, Accounting, Auditing , Mankato, Wisconsin