Account Manager (FMSI)

About the role

The primary responsibility of the Account Manager is to maintain 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.

Responsibilities

• Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist support
• Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
• Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growth
• Maintain and report information from clients to ensure we are assisting in minimizing exposures
• 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
• Accurately manage assigned account activity in our agency management system (EPIC) and ensure all deadlines are met
• Embrace the tools provided including following established workflows & processes
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Afford assistance with agency autonomy items including marketing, facilities as appropriate for your agency location
• Maintain confidentiality of client and company information
• Perform other duties, as assigned, appropriate to the position

Requirements

Proven experience in customer service and/or customer relationship management
Desire to obtain license as required within 30 days of hire, if not currently licensed
Experience in the insurance industry is preferred
Proven experience in customer service and/or customer relationship management
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
Exposure to agency management software tools, such as Epic
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
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

Skills

• Proven experience in customer service and/or customer relationship management
• Desire to obtain license as required within 30 days of hire, if not currently licensed
• Experience in the insurance industry is preferred
• Proven experience in customer service and/or customer relationship management
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Exposure to agency management software tools, such as Epic
• 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
• 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

Benefits

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
• Donation Match Program
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus