Senior Account Executive

Job Description

Job Description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking a Senior Account Executive for our Midwest Health Benefits Agency to nurture existing client relationships, drive new business opportunities, and meet sales goals. The Senior Account Executive will oversee a portfolio of assigned accounts while actively identifying potential clients, conducting market research, and networking.

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
• The opportunity to earn 30% of new business sales quarterly
• 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

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

• Provides risk management services to clients, with growth expectations different than those of a Risk Advisor
• Generates new business opportunities with an annual sales goal of $10,000 or more
• Fosters and maintains client relationships by managing a book of business with little to no Account Manager or Risk Advisor support
• Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies
• Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
• Network in community or specialty area
• Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
• Complete onboarding/integration plans for new business to ensure exceptional client experience
• Review renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket account
• Proactively communicate with accounts to address concerns, gather feedback, and identify opportunities for account growth
• Manage and analyze information from clients and proactively present additional solutions to minimize exposures
• Round out existing accounts by proactively selling additional coverages or policies
• Manage account satisfaction levels and take proactive measures to ensure high levels of account retention
• Accurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Embrace the tools provided including following established workflows & processes
• Support agency autonomy items including marketing, etc. as appropriate for your agency location
• Travel or visit clients and to attend carrier and company training when necessary
• Maintain confidentiality of client and company information
• Perform other duties, as assigned, appropriate to the position

SKILLS & COMPETENCIES:

• Proven experience in an Account Executive role, customer relationship management and/or sales
• Desire to obtain license as required within 30 days of hire, if not currently licensed
• Experience in the insurance industry is preferred
• Exposure to agency management software tools, such as Epic
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environment
• Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
• Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
• Knowledge of the insurance industry terminology and documentation
• Ability to collect, analyze, and interpret insurance-related data
• Self-starter, motivated to grow, make connections in the community and develop a book of business

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.

So, Why FMSI?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

First MainStreet Insurance makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.

Apply today!