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.