FMSI Account Executive

Job Description 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.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 BonusMedical, Dental, Vision, Life, and Disability Insurance401(k) with Company ContributionsPaid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidaysDonation Match ProgramTuition reimbursement and paid certifications, licenses, and designationsEmployee Assistance Program (EAP) and wellness program with financial incentives$3,000 Referral BonusESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:Provides risk management services to clients, with growth expectations different than those of a Risk AdvisorGenerates new business opportunities with an annual sales goal of $10,000 or moreFosters and maintains client relationships by managing a book of business with little to no Account Manager or Risk Advisor supportDevelop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policiesServe as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)Network in community or specialty areaMarket new business and/or renewal business, could be in conjunction with a Risk Advisor or independentlyComplete onboarding/integration plans for new business to ensure exceptional client experienceReview renewals 90-120 days prior to renewal. Request necessary updates from the client and request changes with carrier and/or remarket accountProactively communicate with accounts to address concerns, gather feedback, and identify opportunities for account growthManage and analyze information from clients and proactively present additional solutions to minimize exposuresRound out existing accounts by proactively selling additional coverages or policiesManage account satisfaction levels and take proactive measures to ensure high levels of account retentionAccurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are metBuild and maintain strong, long-lasting relationships with clients and carriers, both internal and externalSeek and develop opportunities to increase knowledge of insurance industry trends and market conditionsEmbrace the tools provided including following established workflows & processesSupport agency autonomy items including marketing, etc. as appropriate for your agency locationTravel or visit clients and to attend carrier and company training when necessaryMaintain confidentiality of client and company informationPerform other duties, as assigned, appropriate to the positionSKILLS & COMPETENCIES:Proven experience in an Account Executive role, customer relationship management and/or salesDesire to obtain license as required within 30 days of hire, if not currently licensedExperience in the insurance industry is preferredExposure to agency management software tools, such as EpicExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environmentExcellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levelsExcellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneouslyKnowledge of the insurance industry terminology and documentationAbility to collect, analyze, and interpret insurance-related dataSelf-starter, motivated to grow, make connections in the community and develop a book of businessThe 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!