Part-Time Account Specialist (FMSI)

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Specialist in our Brentwood, TN location to maintain relationships with our valued clients by helping them with their insurance protection needs. Account Specialists support the Account Manager(s), Account Executive(s), and Risk Advisor(s), and overall office needs. FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities.

What FMSI Offers

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

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

Support client relationships by assisting with a book of business in conjunction with a Risk Advisor or Account Manager

Develop and nurture strong relationships with clients by providing excellent service and support to clients

Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)

Regularly communicate with accounts to proactively address concerns

Manage and report information from clients to ensure we are assisting to minimize exposures

Process all administrative responsibilities promptly, including data integration and reporting for the team

Monitor account satisfaction levels and assist with proactive measures to ensure high levels of account retention

Assist with marketing new business and/or renewal business, in conjunction with a Risk Advisor or Account Manager

Accurately assist with managing all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met

Embrace the tools provided including following established workflows & processes

Manage assigned office operations such as – mail, phones, office supplies, etc.

Assist with agency autonomy items including marketing, facilities as appropriate for your agency location

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

Maintain confidentiality of client and company information

Perform other duties, as assigned, appropriate to the position

Skills & Competencies

Proven experience in service/support management or a related client-facing role

Desire to obtain a license if not currently licensed

Experience in the insurance industry is preferred

Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions

Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels

Exceptional problem-solving skills with a strong focus on client satisfaction

Strong organization and time management skills

Managing both client-facing responsibilities and internal office operations seamlessly

Ability to adapt to a fast-paced and dynamic environment

Ability 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

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.

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.

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