Account Manager II

About the role

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. Monitor and report information from clients to ensure we are assisting in minimizing exposures. Seek 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. 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.

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.
• Monitor and report information from clients to ensure we are assisting in minimizing exposures.
• Seek opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverage.
• Maintain 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.

Requirements

2+ years of experience in customer service and/or customer relationship management. 2+ years of experience within the insurance industry. 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

• 2+ years of experience in customer service and/or customer relationship management.
• 2+ years of experience within the insurance industry.
• 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

FMSI offers a lineup of excellent benefits to all full-time employees, including: 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.

Pay

The pay range for this role is $50,000 - $60,000 annually.

Schedule

The schedule for this role is Monday through Friday, 8:00 AM - 5:00 PM.