FMSI Account Executive

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

Benefits

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

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

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