Account Specialist (FMSI)

Account Specialist (FMSI)
First MainStreet Insurance (FMSI) is seeking an Account Specialist in our EGR location to maintain relationships with clients by providing insurance protection needs and supporting the Account Manager(s), Account Executive(s), and Risk Advisor(s).

Position Summary
The primary responsibility is delivering high-quality service and support to clients, working alongside the account management team.

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

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 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 manage all account work in the agency management system (EPIC) to ensure accuracy and deadlines are met

Embrace tools provided including 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 as required, if not currently licensed

Experience in the insurance industry is preferred

Experience with Microsoft Office (Word, Excel, Outlook, basic PowerPoint)

Excellent communication and interpersonal skills, with 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

Benefits

Annual Bonus

Medical, Dental, Vision, Life, and Disability Insurance

401(k) with Company Contributions

Paid Time Off (PTO): 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

Physical Demands
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 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.

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