Client Relationship Manager at First MainStreet Insurance, L.C.

POSITION TITLE: Account Manager DATE: January 2024

REPORTS TO: Operations Department

CLASSIFICATION: Exempt 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. The Account Manager will manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients. Account Managers 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 position

SKILLS & COMPETENCIES

• Proven experience in account management, customer relationship management, or sales
• Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper free environment.
• Expectation to become licensed in 90 days
• Proficient in utilizing service 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
• Knowledge of the insurance industry terminology and documentation
• Ability to collect, analyze and interpret insurance-related data

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 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 the essential job functions.

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