Account Manager II

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FMSI Full Time Regular Mason City, IA, US

30+ days ago Requisition

First Main Street Insurance (FMSI), a True North entity, is seeking an Account Manager II in our Mason City, Iowa location to maintain 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. FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities.

First Main Street 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 True North Companies, a leading insurance and risk-management firm. True North 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!

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
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

• 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
• Embrace the tools provided including following established workflows & processes
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Assist with agency autonomy items including marketing, facilities as appropriate for your agency location
• Maintain confidentiality of client and company information
• Perform other duties, as assigned, appropriate to the position
• 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…