Job DescriptionJob DescriptionPOSITION TITLE: Account Executive REPORTS TO: Cross-Functional CLASSIFICATION: Exempt DATE: January 2025EEO CLASSIFICATION: Professionals
POSITION SUMMARY:An Account Executive is responsible for nurturing existing client relationships, driving new business opportunities, and meeting sales goals. Account Executive will oversee a portfolio of assigned accounts, while actively identifying potential clients, conducting market research, and networking. The role involves providing risk management services to clients, with growth expectations different than those of a Risk Advisor. As part of First Mainstreet Insurance, the Account Executive will be a key member of an exceptional, resourceful, and collaborative High-Performance Team (HPT).
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:Maintain client relationships – manage book of business with no Account Manager/Risk Advisor Generate new business opportunitiesNetwork in community or specialty areaAchieve sales targets ($10,000 new revenue annual as a baseline)Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growthManage assigned accounts and ensure all deadlines are metManage and report information from client to ensure we are assisting to minimize exposuresRound out existing accounts by proactively selling additional coverages or policiesMonitor account satisfaction levels and take proactive measure to ensure high levels of account retentionReview renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket accountComplete onboarding/integration plans for new businessManage all account work in our agency management system (EPIC) to ensure all data is accurateCommunicate effectively with clients, underwriters, and co-workers both in writing and verbally to achieve desired resultsResearch and answer coverage questions and make recommendations from/to clients; prepare any supporting documentationNegotiate with both insurance company underwriters and clients to obtain the best outcomes for all parties involvedIncrease industry and job knowledge as measured by attendance at continuing education, obtaining, or updating designations, and participation in other agency training offeringsEmbrace the tools provided to become efficient in managing a book of business that is assignedTravel or visit clients when necessaryMaintain confidentiality of client and carrier informationPerform other duties, as assigned, appropriate to the position
SKILLS & COMPETENCIES:Proven experience in an Account Executive role, customer relationship management, or salesExpectation of becoming licensed in P&C within 30 days, if not already Proficient in utilizing service management software and tools like EPICProficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment. Excellent 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 simultaneouslyKnowledge of the insurance industry terminology and documentationAbility to collect, analyze, and interpret insurance-related dataSelf-starter, motivated to grow, make connections in the community and develop a book of business
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.
Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
PI2e4317c5f1e8-25405-37288517
Job DescriptionJob DescriptionPOSITION TITLE: Account Manager REPORTS TO: Operations Department CLASSIFICATION: Exempt DATE: January 2025 EEO CLASSIFICATION: Professionals
POSITION SUMMARY:An Account Manager is responsible for maintaining 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. They are the primary contact for their assigned accounts, understand their needs, and coordinate with the internal team to deliver exceptional service. As part of First Mainstreet Insurance, the Account Manager will be a key member of an exceptional, resourceful, and collaborative High-Performance Team (HPT).
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:Manage and maintain client relationships – manage book of business that may or may not have Risk Advisor/Service Specialist supportDevelop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policiesRegularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growthManage assigned accounts and ensure all deadlines are metManage and report information from clients to ensure we are assisting in minimizing exposuresSeeks 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 retentionMarketing new business and/or renewal business, could be in conjunction with a Risk Advisor or independentlyManage all account work in our agency management system (EPIC) to ensure all data is accurateSeek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors Embrace the tools provided to become efficient in managing a book of business that is assignedMaintain confidentiality of client and carrier informationPerform other duties, as assigned, appropriate to the position
SKILLS & COMPETENCIES:Proven experience in account management, customer relationship management, or sales roleExpectation of becoming licensed in P&C within 30 days, if not already Knowledge of the insurance industry terminology and documentationAbility 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 solutionsProficient in utilizing agency management software and tools like EPICExcellent 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 trendsProficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.
Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
PI6648e71ef5c6-25405-37288824
Job DescriptionJob DescriptionPOSITION TITLE: Account Executive REPORTS TO: Cross-Functional CLASSIFICATION: Exempt DATE: January 2025EEO CLASSIFICATION: Professionals
POSITION SUMMARY:An Account Executive is responsible for nurturing existing client relationships, driving new business opportunities, and meeting sales goals. Account Executive will oversee a portfolio of assigned accounts, while actively identifying potential clients, conducting market research, and networking. The role involves providing risk management services to clients, with growth expectations different than those of a Risk Advisor. As part of First Mainstreet Insurance, the Account Executive will be a key member of an exceptional, resourceful, and collaborative High-Performance Team (HPT).
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:Maintain client relationships – manage book of business with no Account Manager/Risk Advisor Generate new business opportunitiesNetwork in community or specialty areaAchieve sales targets ($10,000 new revenue annual as a baseline)Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growthManage assigned accounts and ensure all deadlines are metManage and report information from client to ensure we are assisting to minimize exposuresRound out existing accounts by proactively selling additional coverages or policiesMonitor account satisfaction levels and take proactive measure to ensure high levels of account retentionReview renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket accountComplete onboarding/integration plans for new businessManage all account work in our agency management system (EPIC) to ensure all data is accurateCommunicate effectively with clients, underwriters, and co-workers both in writing and verbally to achieve desired resultsResearch and answer coverage questions and make recommendations from/to clients; prepare any supporting documentationNegotiate with both insurance company underwriters and clients to obtain the best outcomes for all parties involvedIncrease industry and job knowledge as measured by attendance at continuing education, obtaining, or updating designations, and participation in other agency training offeringsEmbrace the tools provided to become efficient in managing a book of business that is assignedTravel or visit clients when necessaryMaintain confidentiality of client and carrier informationPerform other duties, as assigned, appropriate to the position
SKILLS & COMPETENCIES:Proven experience in an Account Executive role, customer relationship management, or salesExpectation of becoming licensed in P&C within 30 days, if not already Proficient in utilizing service management software and tools like EPICProficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment. Excellent 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 simultaneouslyKnowledge of the insurance industry terminology and documentationAbility to collect, analyze, and interpret insurance-related dataSelf-starter, motivated to grow, make connections in the community and develop a book of business
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.
Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
PI6639034d4b1e-25405-37246826
