Account Manager: Employee Benefits

POSITION TITLE: Account Manager- Employee BenefitsREPORTS TO: Operations DepartmentCLASSIFICATION: ExemptDATE: September 2025EEO CLASSIFICATION: ProfessionalsMake sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.POSITION SUMMARY:The primary responsibility of the Account Manager is to maintain relationships with our valued clients in the employee benefits space by helping them with their insurance protection needs. Account Managers manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients.ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist supportserve 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 growthMonitor and report information from clients to ensure we are assisting in minimizing exposuresSeek opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverageMonitor account satisfaction levels and take proactive measures to ensure high levels of account retentionMarket new business and/or renewal business, could be in conjunction with a Risk Advisor or independentlyAccurately manage assigned account activity in our agency management system (EPIC) and ensure all deadlines are metEmbrace the tools provided including following established workflows & processesSeek 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 externalAssist with agency autonomy items including marketing, facilities as appropriate for your agency locationMaintain confidentiality of client and company informationPerform other duties, as assigned, appropriate to the positionSKILLS & COMPETENCIES:Proven experience in customer service and/or customer relationship managementDesire to obtain license as required within 30 days of hire, if not currently licensedExperience in the insurance industry is preferredProven experience in customer service and/or customer relationship managementExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functionsExposure to agency management software tools, such as EpicAbility to collect, analyze, and interpret insurance-related dataActively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutionsExcellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levelsExcellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneouslyDemonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trendsPhysical 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.PIe886d7b2238c-29952-38537887

Created: 2025-09-23