POSITION TITLE : Account Manager DATE: January 2024
REPORTS TO : Operations Department
CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals
POSITION SUMMARY:
An Account Manager is responsible for maintaining relationships with our valued clients by helping them with their insurance protection needs. They will manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients. They are the primary contact for their accounts, understanding their needs and coordinating with the internal team to deliver exceptional service to them. The Account Manager will be part of an exceptional, resourceful, and collaborative High-Performance Team (HPT) here at First Mainstreet Insurance.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES
SKILLS & COMPETENCIES
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
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