Account Specialist (FMSI)

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Specialist for our Lillis Agency in Williamsburg, Iowa to maintain relationships with our valued clients by helping them with their insurance protection needs. Account Specialists support the Account Manager (s), Account Executive (s), and Risk Advisor(s), and overall office needs. FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities. About First MainStreet Insurance First MainStreet Insurance was established in 2017 as an organization dedicated to supporting local insurance agencies. Its mission is to help agencies preserve their hometown identity while gaining access to broader resources, expanding carrier markets, and the operational strength needed to stay competitive. FMSI operates as an affiliate of TrueNorth Companies, a leading insurance and risk-management firm. TrueNorth established FMSI as a strategic platform to connect with and elevate community-based agencies across the Midwest. For years, FMSI has delivered innovative solutions and personal, relationship-driven service to meet our clients’ evolving needs. Our integrated platform spanning risk management, employee benefits, and personal financial strategies creates a comprehensive approach to the complex challenges of today’s world. Come join our amazing team! What FMSI Offers 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 Position Summary The primary responsibility of the Account Specialist is delivering high-quality service and support to our valued clients. Service Specialists will support the Account Manager(s), Account Executive(s), Risk Advisor(s), and any overall office needs. Essential Job Functions & Responsibilities Support client relationships by assisting with a book of business in conjunction with a Risk Advisor or Account ManagerDevelop and nurture strong relationships with clients by providing excellent service and support to clientsServe as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)Regularly communicate with accounts to proactively address concernsManage and report information from clients to ensure we are assisting to minimize exposuresProcess all administrative responsibilities promptly, including data integration and reporting for the teamMonitor account satisfaction levels and assist with proactive measures to ensure high levels of account retentionAssist with marketing new business and/or renewal business, in conjunction with a Risk Advisor or Account ManagerAccurately assist with managing all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are metEmbrace the tools provided including following established workflows & processesManage assigned office operations such as – mail, phones, office supplies, etc.Assist with agency autonomy items including marketing, facilities as appropriate for your agency locationSeek and develop opportunities to increase knowledge of insurance industry trends and market conditionsBuild and maintain strong, long-lasting relationships with clients and carriers, both internal and externalMaintain confidentiality of client and company informationPerform other duties, as assigned, appropriate to the position Skills & Competencies Proven experience in service/support management or a related client-facing roleDesire to obtain a license as required, if not currently licensedExperience in the insurance industry is preferredExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functionsExcellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levelsExceptional problem-solving skills with a strong focus on client satisfactionStrong organization and time management skillsManaging both client-facing responsibilities and internal office operations seamlesslyAbility to adapt to a fast-paced and dynamic environmentAbility to work with internal teams to report information, track tasks, and align efforts toward achieving client goals\Strong collaborative and morale skills to motivate and assist the internal high-performing team Physical Demands: The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.