Benefits Account Manager (FMSI)
TrueNorth Companies, L.C., Luverne, MN, United States
First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in our Kozlowski location to maintain relationships with our valued clients by helping them with their insurance protection needs. The role involves managing a portfolio of accounts to ensure client satisfaction and retention while applying FMSI’s core values of Exceptionalism, Collaboration, and Resourcefulness.
About First MainStreet Insurance First MainStreet Insurance was established in 2017 as a dedicated platform 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, providing an integrated platform across risk management, employee benefits, and personal financial strategies.
What FMSI Offers
Annual Bonus
Medical, Dental, Vision, Life, and Disability Insurance
401(k) with Company Contributions
Paid Time Off (PTO) with 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
Foster and maintain client relationships by managing a book of business that may or may not include 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 client information to assist in minimizing exposures.
Seek opportunities to round out accounts to ensure comprehensive risk mitigation through insurance coverage.
Monitor account satisfaction levels and take proactive measures to ensure high retention.
Market new business and/or renewal business, independently or with a Risk Advisor.
Accurately manage assigned account activity in our agency management system (EPIC) and meet all deadlines.
Embrace the tools provided, following established workflows and 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 and facilities as appropriate for the agency location.
Maintain confidentiality of client and company information.
Perform other duties as assigned, appropriate to the position.
Skills & Competencies
Proven experience in customer service and/or customer relationship management.
Desire to obtain the required license within 30 days of hire, if not currently licensed.
Experience in the insurance industry is preferred.
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
Exposure to agency management software tools such as EPIC.
Ability to collect, analyze, and interpret insurance‑related data.
Active awareness of industry developments, new trends, market conditions, and competitor activity to offer up‑to‑date advice and solutions.
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.
Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on industry trends.
Work Environment & Physical Requirements Work is performed with standard office equipment. Occasional lifting up to 20 lbs. may be necessary. Must be able to sit for long periods, view a computer monitor, and type (up to 8 hours a day). Vision requirements include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.
Equal Employment Opportunity 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 under local, state or federal laws.
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About First MainStreet Insurance First MainStreet Insurance was established in 2017 as a dedicated platform 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, providing an integrated platform across risk management, employee benefits, and personal financial strategies.
What FMSI Offers
Annual Bonus
Medical, Dental, Vision, Life, and Disability Insurance
401(k) with Company Contributions
Paid Time Off (PTO) with 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
Foster and maintain client relationships by managing a book of business that may or may not include 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 client information to assist in minimizing exposures.
Seek opportunities to round out accounts to ensure comprehensive risk mitigation through insurance coverage.
Monitor account satisfaction levels and take proactive measures to ensure high retention.
Market new business and/or renewal business, independently or with a Risk Advisor.
Accurately manage assigned account activity in our agency management system (EPIC) and meet all deadlines.
Embrace the tools provided, following established workflows and 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 and facilities as appropriate for the agency location.
Maintain confidentiality of client and company information.
Perform other duties as assigned, appropriate to the position.
Skills & Competencies
Proven experience in customer service and/or customer relationship management.
Desire to obtain the required license within 30 days of hire, if not currently licensed.
Experience in the insurance industry is preferred.
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
Exposure to agency management software tools such as EPIC.
Ability to collect, analyze, and interpret insurance‑related data.
Active awareness of industry developments, new trends, market conditions, and competitor activity to offer up‑to‑date advice and solutions.
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.
Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on industry trends.
Work Environment & Physical Requirements Work is performed with standard office equipment. Occasional lifting up to 20 lbs. may be necessary. Must be able to sit for long periods, view a computer monitor, and type (up to 8 hours a day). Vision requirements include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.
Equal Employment Opportunity 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 under local, state or federal laws.
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