Account Specialist

POSITION TITLE: Account SpecialistREPORTS TO: Operations DepartmentCLASSIFICATION: ExemptDATE: October 2025EEO CLASSIFICATION: Professionals 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. PI2e57fcd7cae2-29400-38722257

Created: 2025-10-06