Account Manager jobs at TrueNorth Companies

Company:Marsh McLennan AgencyDescription: Client Executive - Employee Health & Benefits Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As a Client Executive on the Employee Health & Benefits team, you'll work closely with MMA Producers and Client Directors or Advisors to provide assistance and technical expertise in the sale, placement and service of employee benefits. A Client Executive forms effective business relationships with clients through proactive client service, effective management of renewals, accurate and timely responses to inquiries, and ongoing problem resolution. This role combines account management, strategic planning, and collaboration with internal teams to meet client needs and drive business growth. Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree or equivalent work experience required. 2+ years of client management responsibilities. Understanding of the key challenges in employee benefit plans and current health care trends. Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem solving and resolution skills. Anticipate and resolve issues promptly, escalating when necessary to keep projects on track. Serve as a primary point of contact between clients, carriers and MMA. Build and maintain strong, lasting relationships with clients by understanding their needs and ensuring satisfaction. Strong organizational, project planning and analytical skills. Excellent client relationship-building and presentation skills. Superior listening, verbal and written communication. Proficiency with Microsoft Office suite. State Life/Health insurance license required (can obtain after hire). These additional qualifications are a plus, but not required to apply: 3+ years of industry experience We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick: ************************************ ********************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMA UMW #LI-Hybrid #MMAEHB The applicable base salary range for this role is $92,400 to $172,100.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company:Marsh McLennan AgencyDescription: Client Executive - Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance team, you'll display a high-level of technical expertise servicing an existing book of business, marketing and placing new and renewal business, and providing excellent customer service to clients, carriers and peers. The Client Executive will work closely with the producer and service team providing leadership and support. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or equivalent is required. Knowledge of commercial insurance industry (carrier, agency) laws, products, coverage's and markets is essential. Knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines. Excellent communication skills to effectively service customers. Ability to proactively manage book of business and to develop healthy relationships in order to retain accounts. Ability to negotiate quotes with underwriters and evaluate the clients' needs. Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. Property and Casualty license required (can obtain upon hire). These additional qualifications are a plus, but not required to apply: Bachelor's degree is preferred. 3+ years of experience preferred. CIC, CRM, ARM or equivalent preferred. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check out our website or flip through our recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid #MMABI The applicable base salary range for this role is $63,100 to $117,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company:Marsh McLennan AgencyDescription: Client Executive - Business Insurance Surety Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance Surety team, you'll work directly with producers and clients. This individual is responsible for servicing and retaining existing book of business which includes marketing and placement of new commercial surety & renewal accounts, including processing contract surety transactions for existing clients. This includes the ability to manage workload by processing daily servicing tasks. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or equivalent is required. Highly technical knowledge of surety industry, laws, products, coverages, and markets is essential. Excellent communication skills to effectively service customers. Ability to proactively manage book of business and to develop healthy relationships to retain accounts. Ability to negotiate terms with underwriters and evaluate the clients' needs. Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. Ability to work well within a team environment and provide ongoing support for team members and all colleagues. These additional qualifications are a plus, but not required to apply: College degree preferred. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check out our website or flip through our recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid #MMABI The applicable base salary range for this role is $63,100 to $117,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We are looking to add a Client Executive on our Private Risk team in Minneapolis, MN or Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! At Holmes Murphy, our employees play to their strengths and contribute to who we are and want to be. We don't believe in a “one size fits all” approach, so we handcraft custom solutions based on our client's private risks and exposures. Here is just a bit of what you would do as a Client Executive on our Private Risk Team: Partners with appropriate internal team members and/or experts on exposure, risk, and appropriate coverages for initial and ongoing prospect sales meetings and proposals. Work in collaboration with client experience team, as well as other producers to identify client risk management solutions to protect families, assets, and lifestyle's. From executive leadership to multi-generational planning Maintain relationship with clients and their individual and family needs, identifying appropriate coverages, addressing changes as needed and delivering their annual review documents. Prepare quotes through online platforms, develop proposal documents, and present to prospective clients. 80% referral based cliental 20% actively generated new sales leads through community activities, association meetings and qualified sales calls, which results in achieving or exceeding sales goals. Attends all sales related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth. Promotes the agency and the insurance industry in the community. You'll need to be equipped with the following skills for the Client Executive role: Ability to communicate interpersonally with depth around detailed and complex coverages Strong communications and interpersonal skills. Viewed as trustworthy and operates on a solid ethical foundation of personal values that are transparent. Knowledge and ability for ongoing learning of a variety of private exposures and risks. Ability to learn and utilize advance technology, such as Salesforce, associated with job functions. Ability to read, understand and analyze coverages, forms and policies. Ability to provide own transportation and ability to travel up to 15%. Ability to learn the proprietary sales and service platform. Qualifications: Education: College degree preferred. Experience: Experience in the private client space preferred either with carrier or agency. Active state specific insurance agent license, or ability to acquire a license within three months. Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as: Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey! Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow. 401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for. Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first. Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you. DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish! Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing. Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?! Compensation: Compensation is based on several factors, including, but not limited to, education, work experience, industry certifications, and is commensurate based on the book of business. In addition to your salary, Holmes Murphy offers a comprehensive total rewards program including annual bonuses, total wellbeing benefits and support for professional development. Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-JK1

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager at our FMSI at Reliabank location to maintain relationships with our valued clients by helping them with their insurance protection needs. Account Managers manage a portfolio of accounts, ensuring their satisfaction and the retention of those clients. FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities. 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 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: Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist support serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT) Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growth Monitor and report information from clients to ensure we are assisting in minimizing exposures Seek opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverage Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently Accurately manage assigned account activity in our agency management system (EPIC) and ensure all deadlines are met Embrace the tools provided including following established workflows & processes 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 Assist with agency autonomy items including marketing, facilities as appropriate for your agency location Maintain confidentiality of client and company information Perform other duties, as assigned, appropriate to the position Skills & Competencies: Proven experience in customer service and/or customer relationship management Desire to obtain license as required within 30 days of hire, if not currently licensed Experience in the insurance industry is preferred Proven experience in customer service and/or customer relationship management Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions Exposure to agency management software tools, such as Epic Ability to collect, analyze, and interpret insurance-related data Actively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutions Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trends 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. 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!

Company:Marsh McLennan AgencyDescription: Client Executive - Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance team, you'll display a high-level of technical expertise servicing an existing book of business, marketing and placing new and renewal business, and providing excellent customer service to clients, carriers and peers. The Client Executive will work closely with the producer and service team providing leadership and support. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or equivalent is required. Knowledge of commercial insurance industry (carrier, agency) laws, products, coverage's and markets is essential. Knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines. Excellent communication skills to effectively service customers. Ability to proactively manage book of business and to develop healthy relationships in order to retain accounts. Ability to negotiate quotes with underwriters and evaluate the clients' needs. Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. Property and Casualty license required (can obtain upon hire). These additional qualifications are a plus, but not required to apply: Bachelor's degree is preferred. 3+ years of experience preferred. CIC, CRM, ARM or equivalent preferred. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check out our website or flip through our recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid #MMABI The applicable base salary range for this role is $63,100 to $117,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Account Executive REPORTS TO: Cross-Functional CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals The primary responsibility of the Account Executive is to nurture existing client relationships, drive new business opportunities, and meet sales goals. The Account Executive will oversee a portfolio of assigned Property and Casualty accounts while actively identifying potential clients, conducting market research, and networking. 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 Manage and analyze information from clients and proactively present additional solutions to minimize exposures Round out existing accounts by proactively selling additional coverages or policies Manage account satisfaction levels and take proactive measures to ensure high levels of account retention Accurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions Embrace the tools provided including following established workflows & processes Support agency autonomy items including marketing, etc. as appropriate for your agency location Travel or visit clients and to attend carrier and company training when necessary Maintain confidentiality of client and company information Perform other duties, as assigned, appropriate to the position SKILLS & COMPETENCIES: Proven experience in an Account Executive role, customer relationship management and/or sales Desire to obtain license as required within 30 days of hire, if not currently licensed Experience in the insurance industry is preferred Exposure to agency management software tools, such as Epic Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environment Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously Knowledge of the insurance industry terminology and documentation Ability to collect, analyze, and interpret insurance-related data Self-starter, motivated to grow, make connections in the community and develop a book of business 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 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.

Account Executive REPORTS TO: Cross-Functional CLASSIFICATION: Exempt EEO CLASSIFICATION: Professionals The primary responsibility of the Account Executive is to nurture existing client relationships, drive new business opportunities, and meet sales goals. The Account Executive will oversee a portfolio of assigned Property and Casualty accounts while actively identifying potential clients, conducting market research, and networking. 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 Manage and analyze information from clients and proactively present additional solutions to minimize exposures Round out existing accounts by proactively selling additional coverages or policies Manage account satisfaction levels and take proactive measures to ensure high levels of account retention Accurately manage all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions Embrace the tools provided including following established workflows & processes Support agency autonomy items including marketing, etc. as appropriate for your agency location Travel or visit clients and to attend carrier and company training when necessary Maintain confidentiality of client and company information Perform other duties, as assigned, appropriate to the position SKILLS & COMPETENCIES: Proven experience in an Account Executive role, customer relationship management and/or sales Desire to obtain license as required within 30 days of hire, if not currently licensed Experience in the insurance industry is preferred Exposure to agency management software tools, such as Epic Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions in a paper-free environment Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously Knowledge of the insurance industry terminology and documentation Ability to collect, analyze, and interpret insurance-related data Self-starter, motivated to grow, make connections in the community and develop a book of business 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 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.

Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for. We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued. The Key Account Executive is responsible for managing and growing strategic commercial accounts. This role focuses on building strong relationships with key stakeholders, delivering tailored health benefit solutions, and collaborating across internal teams to ensure client satisfaction and retention. Performs other duties as assigned. Key Accountabilities: Develop and execute strategic plans for assigned accounts. Build and maintain relationships with executive-level stakeholders. Serve as a strategic advisor to clients, aligning solutions with business needs. Collaborate with internal teams to ensure service excellence and issue resolution. Represent the organization in client meetings, presentations, and negotiations. Identify opportunities for innovation and improvement in client offerings. The successful candidate is a strategic, results-driven professional with a strong background in healthcare sales and account management. They excel at building and maintaining executive-level relationships, developing tailored benefit solutions, and driving client satisfaction and retention. With exceptional communication, analytical, and presentation skills, they are adept at navigating complex client needs and aligning internal resources to deliver impactful outcomes. This individual is self-motivated, adaptable, and committed to continuous learning, bringing both expertise and a collaborative spirit to the role. Qualifications: Education: Bachelor's degree required; MBA preferred. Years of Experience: Minimum 5 years in healthcare sales or strategic account management. Strongly Preferred Qualifications: Experience in consultative strategic planning with employers or through broker/agent systems. MN State life and health insurance license (required); CEBS designation encouraged. Background in sales, marketing, business administration, or finance. Proven ability to manage complex client relationships and deliver results. Excellent communication, presentation, and analytical skills. Ability to travel regionally. Skills and Abilities: Demonstrated success in cultivating and sustaining strategic relationships with senior-level stakeholders. Strong business acumen with the ability to interpret and communicate financial and performance data clearly. Skilled in delivering persuasive presentations and communicating complex ideas to diverse audiences. Adept at balancing multiple priorities and aligning cross-functional teams to meet client objectives. Self-motivated and proactive, with a focus on achieving measurable outcomes. Comfortable navigating a dynamic healthcare landscape and adapting to evolving client needs. Willingness to travel regionally (up to 25%) to support client engagement and relationship development. This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week. The full salary range for this position is $126,000-$216-000. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to base compensation, this position may be eligible for incentive plan compensation in addition to base salary. Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees. The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law. Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States. We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.

This position is responsible for developing and maintaining relationships with personal lines clients in conjunction with the producing risk advisor. Personal lines account often include coverages such as homeowners, auto, personal umbrella, boat, and recreational vehicle insurance. Some service staff may also be involved in servicing farm, health and other coverages, depending on the individual office/agency's needs. Senior account managers work independently to advise and service complex accounts. North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 400 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission of service to our clients, each other, and our community. *This position can be based in our Plymouth, MN location or our Mendota Heights, MN location PRIMARY RESPONSIBILITIESLeader: Work closely with other department leaders across the company to determine standards for service team. Execute alignment and communication for company strategy, goals, training, and ongoing education for team members. Work closely with account managers to carry out efficient processes and procedures to ensure excellent service to North Risk Partners clients. Assist in employee development, including mentorship, training, performance reviews, and disciplinary action as needed. Work with Employee Relations department to execute employee onboarding and training. Provide industry updates, advancements, and trends for team members to stay abreast and keep knowledge current. Administrative duties including: Approve timesheets and PTO requests, Approve monthly expense reports, Work with the Employee Relations department on employee onboarding, compliance, paperwork, etc., and Participate in hiring process by interviewing candidate. Account Manager: Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner. Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing. Collaborate with risk advisor to determine and meet client goals. Exercise independent judgement and discretion to meet client needs by: communicate and educate clients on policy changes as needed, evaluate and process client requests for to ensure appropriate coverage is met, and resolve inquiries on service problems, billing and claims to ensure client satisfaction. Schedule and participate in client meetings as necessary. Study trends and advancements in the insurance and finance industries, as well as changes to the regulatory climate to keep knowledge current and plan strategically. Develop and maintain positive and effective relationships with partner insurance carriers. Enter activity and other relevant information into the company's software system(s) in accordance with company procedures. Follow all federal and state regulations, and best practices for avoiding errors and omissions. Mentor new employees by guiding them on North Risk Partners' service methods and mission. Attend and actively participate in agency service training meetings. Continue professional development; pursue and maintain professional designations if applicable. Travel as necessary for company or training events. SECONDARY RESPONSIBILITIES Perform miscellaneous projects and complete various tasks as requested by management. JOB SPECIFICATIONS Education, Experience, and Certifications High school degree or equivalent required Bachelor's degree preferred, but not required Extensive years of insurance experience is required Ability to maintain property and casualty insurance license is required Professional insurance designation (i.e., CIC or CISR) preferred, but not required BEHAVIOR EXPECTATIONS A role model for North Risk Partners' core values, mission, and desired culture Demonstrate enthusiasm, positive attitude, and a strong understanding of the fundamentals of customer service A self-starter who takes initiative to identify problems and lead by example Excellent oral and written communication skills Strong attention to detail with a strong ability to plan and organize accordingly Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders A professional who collaborates and demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners and is a team player who works well with others Ability to analyze and solve problems Able to work independently with minimal supervision in a fast-paced environment A role model for North Risk Partners' core values, mission and desired culture PHYSICAL REQUIREMENTS Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions in order to communicate with people inside and outside of the organization Sit at a desk for extended periods of time and perform long hours of work sitting at a computer Move around office/building/facilities repeatedly throughout the day Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed FACE RISK HEAD ON Let's move forward together. North Risk Partners specializes in strategic insurance solutions for businesses and individuals. We are committed to helping clients face risk head-on with right-fit insurance coverage and attention to opportunities for preventing avoidable losses. For businesses, we offer programming and compliance support in the areas of HR, safety, worksite wellness and more. Serving our communities is an important part of who we are. From donating our time and resources, to mentoring up-and-coming professionals in the world of insurance, we are committed to seeing our communities thrive. Our size allows us to offer more choices in coverage and important risk management resources. We are one of the largest, privately-owned independent insurance brokerages in the Midwest with over 400 employees and over 30 locations. We value creating a foundation of trust in our relationships to make way for honest and challenging discussion, commitment, and accountability; and we believe developing these characteristics within ourselves, our teams, and with clients and partners leads to achieving and celebrating amazing results. This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

VGM Forbin provides website development, digital marketing, and managed IT solutions for the healthcare, banking, retail automotive, and many other industries. The Account Manager position within Forbin will focus on developing strong relationships with customers within a specific industry & territory to build trust and to allow for better customer service to those respective clients. This role will improve VGM Forbin's and/or forbinfi's customer service, increase touch points with each client and increase sales by identifying needs with existing clients & selling deeper into existing accounts. The Account Manager will work closely with their corresponding sales Account Executive(s) and the Process Leads that will oversee the projects, team workloads & ensuring all deadlines are being hit. Reports to: Sales & Business Development Manager Working Location: Waterloo, IA; hybrid for customer meetings, on-site for the team as needed, company meetings and events, etc. Hours: Full-Time: Monday - Friday 8am-5pm CST, with occasional off-hours when job duties require Responsibilities/Duties of the Job All Account Managers are expected to maintain expert level of product knowledge and application on assigned accounts. The Account Manager will become a strategic resource for these customers and make recommendations to improve their digital footprints and business. Client Relationship Management * Act as the main point of contact for clients post-contract signing, guiding them through onboarding and project initiation * Maintain ongoing communication, including meeting summaries and regular check-ins to strengthen relationships and ensure satisfaction Account Growth & Upselling * Identify opportunities to enhance client solutions through additional products or services * Present demos, prepare quotes, and manage upgrades to existing solutions * Document all client interactions in CRM for transparency and collaboration Project Management Support * Collect and organize client information required for production and enter details into internal systems * Assign project leads and support teams by facilitating client engagement and resolving communication challenges * Prepare and process change requests or addendums for out-of-scope development needs * Attend client meetings to provide guidance, expertise, and ensure alignment on deliverables Training & Support * Conduct product or platform training sessions and provide technical support after project go-live * Address client inquiries promptly to maintain a positive experience Reporting & Analytics * Prepare and review reports on project progress, marketing campaigns, and performance metrics * Share insights with clients to demonstrate value and identify areas for improvement Strategic Collaboration * Partner with internal teams to develop sales and marketing strategies for assigned industry * Contribute to identifying new product or service opportunities within the industry Travel & Representation * Travel as needed to meet with clients, deliver presentations, and represent the company at trade shows or industry events * Other duties as assigned. Position Qualifications Education/Experience * Bachelor's degree in marketing, business, or equivalent work experience * 3-5+ years of relevant work experience in account management, project management, customer service or web development/marketing agency operations role Skills and Competencies * Proven experience in account management, client services or related roles * Knowledge of custom website development, digital marketing strategies and Managed IT solutions preferred * Strong organization, planning, analytical and presentation skills * Proven ability to build rapport and respect of clients * An outgoing, confident, and persuasive manner * Sound interpersonal, verbal, and written communication skills * Highly organized with experience and success working in a timeline driven environment * Shows commitment to a client focused approach and performs consistent high quality and timely work Physical Requirements * Operation of office equipment & using technology efficiently such as computers, phones & misc. office equipment * Visual abilities to include reading, distance vision and peripheral vision * Available to travel as required What's more? At VGM Group, we are 100% employee owned. See below or click here to view more about VGM! Learn more about VGM here: Headquartered in Waterloo, Iowa, VGM is a 100% employee-owned company providing business and professional services to thousands of business customers across North America. Services include group purchasing, commercial insurance, management of healthcare services and networks in post-acute cases, healthcare distribution direct to patient homes, specialty consulting, online education, digital, print, and traditional marketing and more. VGM employs approximately 1,700 people across 40 states and Canada, with more than 1,100 working in Iowa. VGM has been named the Top Workplace in Iowa on multiple occasions and is proud of its role in the communities in which it serves. For more information visit ***************** This job description reflects the general duties of the job but is not a detailed description of all duties which may be inherent to the position. Reasonably related additional duties may be assigned to the individual Associate. VGM Group, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, pregnancy, national origin, disability, genetic information, military or veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This position is responsible for developing and maintaining relationships with personal lines accounts, including homeowners, auto, personal umbrella, boat, and recreational vehicle insurance. Some service staff may also be involved in servicing farm, health and other coverages, depending on the individual office/agency's needs. Account managers work independently to advise and service client accounts. North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 400 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission of service - to our clients, to each other, and to our community. PRIMARY RESPONSIBILITIES Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner with support from the risk advisor and account management team. Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing Collaborate with risk advisor to determine and meet client goals. Support risk advisor by exercising independent judgement and discretion to: communicate and educate clients on policies as needed, evaluate and process client requests to ensure appropriate coverage is met, and resolve inquiries on service problems, billing and claims to ensure client satisfaction. Schedule and participate in client meetings as necessary. Develop and maintain positive and effective relationships with partner insurance carriers. Attend and actively participate in agency service training meetings. Enter activity and other relevant information into the company's software system(s) in accordance with company procedures. Follow all federal and state regulations, and best practices for avoiding errors and omissions. Continue professional development; pursue and maintain professional designations if applicable. Travel as necessary for company or training events. SECONDARY RESPONSIBILITIES Perform miscellaneous projects and complete various tasks as requested by management JOB SPECIFICATIONS Education, Experience, and Certifications High school degree or equivalent is required Bachelor's degree preferred, but not required Previous insurance experience in personal lines Ability to obtain a property and casualty insurance license BEHAVIOR EXPECTATIONS A role model for North Risk Partners' core values, mission, and desired culture Demonstrate enthusiasm and a positive attitude A self-starter who takes initiative to identify problems and lead by example Effective oral and written communication skills to effectively represent North Risk Partners as an employer of choice Ability to build strong, constructive relationships with a diverse range of clients, and organizational partners to discover common goals for a positive experience Strong attention to detail with excellent organizational skills Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders A team player who collaborates and works well with his/her coworkers A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners PHYSICAL REQUIREMENTS Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions in order to communicate with people inside and outside of the organization Sit and a desk for extended periods of time and perform long hours of work sitting at a computer Move around office/building/facilities repeatedly throughout the day Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed FACE RISK HEAD ON Let's move forward together. North Risk Partners specializes in strategic insurance solutions for businesses and individuals. We are committed to helping clients face risk head-on with right-fit insurance coverage and attention to opportunities for preventing avoidable losses. For businesses, we offer programming and compliance support in the areas of HR, safety, worksite wellness and more. Serving our communities is an important part of who we are. From donating our time and resources, to mentoring up-and-coming professionals in the world of insurance, we are committed to seeing our communities thrive. Our size allows us to offer more choices in coverage and important risk management resources. We are one of the largest, privately-owned independent insurance brokerages in the Midwest with over 400 employees and over 30 locations. We value creating a foundation of trust in our relationships to make way for honest and challenging discussion, commitment, and accountability; and we believe developing these characteristics within ourselves, our teams, and with clients and partners leads to achieving and celebrating amazing results. This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

This position is responsible for developing and maintaining relationships with commercial lines and transportation accounts. Account managers work independently to advise and service client accounts. North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 400 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission of service - to our clients, to each other, and to our community. PRIMARY RESPONSIBILITIES Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner. Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing Collaborate with risk advisors to determine and meet client goals. Support risk advisors by exercising independent judgement and discretion to: analyze markets for competitive pricing and develop insurance solutions for current clients, analyze quotes from carriers for accuracy, evaluate and prepare renewal comparisons and policy proposals, present proposals as needed, communicate and educate clients on policies as needed, evaluate and process client requests to ensure appropriate coverage is met, resolve inquiries on service problems, billing and claims to ensure client satisfaction, and receive and process new business, renewals, and cancellations. Experience in the Transportation Insurance Service space: Long Haul Trucking Bobtail Insurance Large Fleet Insurance Taxicab, Limousine and EMT Companies Other job Responsibilities: Provide excellent customer service to transportation accounts. Must possess great organizational, attention to detail and multi-tasking skills. This is a fast-paced environment that is service driven with several rush requests. Issue Certificates including contract review for specialized certificates Manage data daily on spreadsheets including drivers lists and equipment lists Gather, update and compile information for annual renewal review Schedule and participate in client meetings as necessary. Develop and maintain positive and effective relationships with partner insurance carriers. Promote value-added services available through North Risk Partners (i.e., professional consulting, webinars/seminars, communications, Zywave tools, and more). Refer business across all departments (i.e., property and casualty, employee benefits, and personal lines). Attend and actively participate in agency service training meetings. Enter activity and other relevant information into the company's software system(s) in accordance with company procedures. Follow all federal and state regulations, and best practices for avoiding errors and omissions. Continue professional development; pursue and maintain professional designations if applicable. Travel as necessary for client meetings. SECONDARY RESPONSIBILITIES Perform miscellaneous projects and complete various tasks as requested by management JOB SPECIFICATIONS Education, Experience, and Certifications High school degree or equivalent is required Bachelor's degree preferred, but not required Previous work experience in insurance or another service industry is helpful, but not required Ability to obtain a property and casualty insurance license BEHAVIOR EXPECTATIONS A role model for North Risk Partners' core values, mission, and desired culture Demonstrate enthusiasm and a positive attitude A self-starter who takes initiative to identify problems and lead by example Effective oral and written communication skills to effectively represent North Risk Partners as an employer of choice Ability to build strong, constructive relationships with a diverse range of clients, and organizational partners to discover common goals for a positive experience Strong attention to detail with excellent organizational skills Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders A team player who collaborates and works well with his/her coworkers A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners PHYSICAL REQUIREMENTS Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions in order to communicate with people inside and outside of the organization Sit and a desk for extended periods of time and perform long hours of work sitting at a computer Move around office/building/facilities repeatedly throughout the day Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed FACE RISK HEAD ON Let's move forward together. North Risk Partners specializes in strategic insurance solutions for businesses and individuals. We are committed to helping clients face risk head-on with right-fit insurance coverage and attention to opportunities for preventing avoidable losses. For businesses, we offer programming and compliance support in the areas of HR, safety, worksite wellness and more. Serving our communities is an important part of who we are. From donating our time and resources, to mentoring up-and-coming professionals in the world of insurance, we are committed to seeing our communities thrive. Our size allows us to offer more choices in coverage and important risk management resources. We are one of the largest, privately-owned independent insurance brokerages in the Midwest with over 400 employees and over 30 locations. We value creating a foundation of trust in our relationships to make way for honest and challenging discussion, commitment, and accountability; and we believe developing these characteristics within ourselves, our teams, and with clients and partners leads to achieving and celebrating amazing results. This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.

Come Smile with Us! Are you passionate about building meaningful relationships and making a difference in your community? Delta Dental of Iowa invites applications for a dynamic Account Manager to join our Sales team. In this externally facing role, you will work with contracted brokers, consultants and decision makers at large employers to build, maintain and improve business relationships with customers (51+ eligible employees) to optimize Delta Dental's market retention and position products for cross selling to existing clients. You will drive retention, growth and cross-selling of our comprehensive product portfolio, including dental, vision, legal and identity theft, life and disability. You will leverage your relationship-building skills, project management expertise, and sales acumen to strengthen our market position and support our mission of improving the health and the smiles of the people we serve. This position is located in Johnston, Iowa. Depending on qualifications, this position may be filled at a higher level. Learn why Brennan enjoys working on the Sales team. Why Delta Dental of Iowa? For your smile. For your health. For your community. At Delta Dental of Iowa, we're more than just a dental and vision insurance company. Improving health and wellness is at the center of everything we do. As a not-for-profit, we aim to build stronger communities by investing in actions that promote and improve health. Delta Dental of Iowa invests 40% of our dollars directly back into the communities we serve. Come see why we are passionate about "Bringing Smiles" to our customers. Our team enjoys competitive pay and benefits, an awesome "One Team" approach, and a company culture that fosters "Exceptional Quality Service" and "Leadership at All Levels." Together, we can make a difference - not only in Iowa but across the country. Essential Functions and Principal Accountabilities: Grow new sales and improve retention and growth for large group clients by developing sales strategies and tactical sales action plans targeting key markets, industries, clients, and broker partners. Identify, evaluate, and implement sales channel partner relationships to assist in growing the respective business segments. Support channel partners throughout the sales process in all sales-oriented activities, such as marketing, advertising, education, sales promotions, and training to achieve revenue targets. Successfully build and manage relationships with agencies, agents, and other sales channels. Successfully enhance channel/broker/agent/employer relationships through professional and social networking opportunities. Manage both new and existing products through communication and education of key individuals within sales channels. Develop and maintain client profiles and document in CRM. Record and maintain client demographics, communication preferences and contact information for groups and private exchanges. Identify and record relationship strengths and vulnerabilities for these groups. Identify, clearly communicate, develop and implement private exchange opportunities. Identify client purchasing patterns (timing for service calls, renewals, etc.). Track industry trends and relay client specific information as appropriate for both groups. Offer industry related materials for both groups and private exchanges. Develop and maintain client relationships. Develop client service and renewal schedules based on client profiles. Initiate quote process for new and alternate benefits for existing groups. Coordinate distribution, development and delivery of Request for Proposal requests from consultants for large case existing clients. Prepare proposal for delivery to brokers and clients and respond to related inquiries regarding existing client bases. Deliver renewals for existing large group clients to brokers, including exhibits, reports and supporting documents. Suggest alternate benefit offering if deemed necessary based on review of renewal rates. Offer new product add-ons/ancillary products for both groups. Attend employee meetings and benefit fairs. Prepare formal presentations and present employee benefits information when necessary. Initiate internal enrollment procedures for renewal business. Obtain complete documentation to insure enrollment process can be completed. Coordinate with clients, brokers and AE's throughout the enrollment process to insure smooth transition from the AE to account management. Conduct post-sale welcome calls to new clients. Respond to client and broker inquires. Research claims, enrollment, billing and other internal operational issues and resolve to the satisfaction of the customer. Perform other duties as assigned. Requirements 2-5 years of Sales, Account Management and/or Marketing experience is required, preferably in an insurance related field. Bachelor's Degree in Marketing, Business or a healthcare related field. Strong analytical, consulting and presentation skills. Strong customer relations skills including excellent oral and written communications skills. Knowledge of benefits, underwriting requirements, reimbursement policies and procedures, and group contracts. Knowledge of automated claims processing systems and ability to interpret claims, benefits, and provider data from automated media. Demonstrated project and time management skills and ability to prioritize and handle multiple assignments to completion. Experience with Microsoft Office applications as well as CRM, for use in customer relationship, correspondence and project tracking. Iowa Health, Accident and Life License required or obtained within 90 days of hire. Up to 30% travel in Iowa required. Valid driver's license required. Delta Dental of Iowa is an Equal Opportunity Employer that does not discriminate on the basis of race, sex, national origin, religion, age, disability and any other characteristic protected by applicable law. It is also the policy of Delta Dental of Iowa to take affirmative action to employ and to advance in employment, all persons regardless of their status as individuals with disabilities or protected veterans, and to base all employment decisions only on valid job requirements.

Account Managers are responsible for assisting Sales Executives in the servicing and development of their clients' and prospects' P&C insurance programs. Key Responsibilities Accompany the Sales Executive on prospect and renewal presentations and service plans Implement/monitor clients' service plans Analyze insurance data to ensure that clients have the appropriate coverage Build and maintain relationships with clients to include providing high-quality service/prompt responses Ensure timely premium collection from clients Develop relationships with underwriters to negotiate premiums, terms, and conditions on behalf of the client Develop marketing plans to ensure the best P&C insurance programs Round out accounts by selling additional coverages that clients need Provide assistance to the Associate Account Executives in training Other duties as assigned Watch our recruitment video at: **************************** Requirements Skills/Qualifications BA or BS or applicable job experience 1-3 years experience in P&C or related field Must hold a current resident P&C license within 30 days of being hired. A pre-licensing course is provided. Employees have a maximum of two attempts to pass the exam. If employee fails to pass within two attempts employment will be terminated. Maintain continuing education credits as needed Must have strong Outlook, Word, and Excel Skills Ability to work in a fast-paced environment while adapting to changing deadlines and priorities Excellent verbal and written communication skills required 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The employee must occasionally exert up to 25 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects. This position involves sitting most of the time, but may involve walking or standing for brief periods of time. THE JOB DESCRIPTION DOES NOT CONSTITUE AN EMPLOYMENT AGREEMENT BETWEEN THE EMPLOYER AND EMPLOYEE AND IS SUBJECT TO CHANGE BY THE EMPLOYER AS THE NEEDS OF THE EMPLOYER AND REQUIREMENTS OF THE JOB CHANGE.

Description: Account Managers are responsible for assisting Sales Executives in the servicing and development of their clients' and prospects' P&C insurance programs. Key Responsibilities Accompany the Sales Executive on prospect and renewal presentations and service plans Implement/monitor clients' service plans Analyze insurance data to ensure that clients have the appropriate coverage Build and maintain relationships with clients to include providing high-quality service/prompt responses Ensure timely premium collection from clients Develop relationships with underwriters to negotiate premiums, terms, and conditions on behalf of the client Develop marketing plans to ensure the best P&C insurance programs Round out accounts by selling additional coverages that clients need Provide assistance to the Associate Account Executives in training Other duties as assigned Watch our recruitment video at: **************************** Requirements: Skills/Qualifications BA or BS or applicable job experience 1-3 years experience in P&C or related field Must hold a current resident P&C license within 30 days of being hired. A pre-licensing course is provided. Employees have a maximum of two attempts to pass the exam. If employee fails to pass within two attempts employment will be terminated. Maintain continuing education credits as needed Must have strong Outlook, Word, and Excel Skills Ability to work in a fast-paced environment while adapting to changing deadlines and priorities Excellent verbal and written communication skills required 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The employee must occasionally exert up to 25 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects. This position involves sitting most of the time, but may involve walking or standing for brief periods of time. THE JOB DESCRIPTION DOES NOT CONSTITUE AN EMPLOYMENT AGREEMENT BETWEEN THE EMPLOYER AND EMPLOYEE AND IS SUBJECT TO CHANGE BY THE EMPLOYER AS THE NEEDS OF THE EMPLOYER AND REQUIREMENTS OF THE JOB CHANGE.

Job Posting BE THE BRIDGE THAT CONNECTS GREAT CLIENTS WITH GREAT RESULTS. AS AN ACCOUNT MANAGER, YOU'LL MANAGE PROJECTS, STRENGTHEN RELATIONSHIPS, AND ENSURE EVERY JOB RUNS SMOOTHLY FROM BOOKING TO COMPLETION. Job Title: Account Manager Department: Client Services Reports To: Manager, Client Services FLSA Status: Exempt Shift: Hybrid Wage Range: $55,000-$70,000 * Base pay is based on job-related skills, experience, credentials, role scope, and location. Candidates outside the posted range are encouraged to apply, as qualifications and market factors may influence consideration. Job Summary: The Account Manager (AM) is responsible for the project management of new and repeat customers starting from job booking through completion. The AM is the primary customer contact after job award/booking, and the core functions for this role are job coordination, issue identification, resolution, and relationship management with both external customers and internal teams. Essential Duties and Responsibilities: * Effective account leadership and coordination of projects across facilities. o Provide thorough and accurate job instructions to production across all project types (direct mail, catalog, digital, etc.) o Proactively identify and address customer needs, though effective project management and communication to consistently meet and exceed expectations, driving tangible results. o Schedule and attend planning/production meetings as needed for projects, develop agenda, prepare meeting packets, and be responsible for notifications and minutes. * Partner with Account Services and Sales teams to ensure full scope of partnership. * Manage accurate scheduling across all system platforms, prioritizing tasks in collaboration with clients and internal teams. * Establish project priority with Client and internal Nahan team to complete all necessary day-to-day tasks on time to meet expectations. * Prepare pre-invoices, accurately capturing all relevant costs, and deliver the to the Accounting team in a timely manner, * Travel as required. * Support 6S initiatives. * Follow all Nahan Safety and Quality Policies and Procedures. * Perform other duties as assigned by Supervisor. Skills and Abilities Required: * Demonstrate effective communication skills (written, verbal, and listening). * Strong attention to detail/problem solving skills and quality outputs. * Ability to maintain, cultivate and grow customers and cross functional team relationships. * Strong time management skills and the ability to organize and maintain a large volume of information while providing clean instructions to others. * Proficient in MS Office (Word, Excel, PowerPoint, etc.). * Fluent in English the Language both verbally and written. Education and Experience: * Bachelor's degree in business (or related field) or five (5) years' experience in a customer service environment is strongly preferred. * A knowledge of Direct Mail Commercial print processes is preferred. Benefits * Medical * Dental * Vision * 100% Employer Paid Life Insurance * 100% Employer Paid Short Term & Long-Term Disability Insurance * Other Voluntary Employee Benefits i.e. (Accident & Critical Illness) * 401K & Profit Sharing with Employer Match * Vacation/Holiday * Sick and Safe time (where applicable by state) Work Environment and Physical Demands The work environmental characteristics and physical demands described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This job operates in a hybrid office environment with exposure to a Manufacturing environment on occasion. While performing the duties of this job inside and outside the manufacturing facility/office setting, the employee is frequently exposed to normal to moderate working conditions for a hybrid office and manufacturing facility with a noise level that is usually quiet - moderate with minimal to some interruptions. The role routinely uses office equipment, software and hardware. While performing the duties of this job, the employee is regularly required to talk or hear, type, write and be exposed to regular meetings, both virtually and in person. The employee may be required to stand/sit for long periods of time as well as use hands or fingers to reach or handle, and to reach with hands and arms. The employee is sometimes required to stand, walk, climb, balance, stoop, kneel, crouch or crawl. The employee will regularly lift 25lbs or more at a time. All vision abilities are required to encompass close-up work. Employees must be able to tolerate and endure extended seasonal hours and maintain alertness to meet deadlines. Occasionally while performing duties of this job, the employee may be exposed to machinery and moving parts, airborne particles including paper dust and hazardous materials or fumes, which may require the use of PPE. The employee may be exposed to adverse weather conditions, extended seasonal hours, high precarious places, and confined spaces. The nose level in some of the work environments may require the use of hearing protection. About the Company Nahan was founded 60 plus years ago by a local family in the heart of Minnesota. It is a deeply human company from how we work with each other, how we serve our clients, to how we reach customers. We provide full service direct marketing with award winning results. Innovation and insight inform everything we do. Our success is rooted in putting people first, doing the right thing for our clients and associates and delivering the highest levels of quality. In a world where personalization and customization are valued above all, we make messages feel personal while keeping the process simple. We're here to listen to, create and deliver results to our clients. Our winning track record is based on proof, not promises. We consistently deliver big wins, better performance and continual growth for marketers. We're Nahan-real people making real connections. Disclaimer This is not a complete description of responsibility but reflects the general qualifications, duties and/or responsibilities necessary to perform this position. All candidates who receive a written offer of employment will be required to successfully complete and pass all or some of the following: a background check, a physical test, as well as test for commonly abused controlled substances in accordance with the Company's Drug Free Workplace Policy. Nahan reserves the right to revise the job description as a circumstance warrant. Nahan is an at-will employer, which means that either the employee or the company may terminate the relationship at any time, with or without notice, and with or without cause. Base pay is based on job-related skills, experience, credentials, role scope, and location. Candidates outside the posted range are encouraged to apply, as qualifications and market factors may influence consideration. Nahan is proud to be an equal opportunity employer committed to fostering a diverse and inclusive workplace. We do not discriminate based on race, color, religion, sex, national origin, age, disability or any other characteristic projected by law.

Northeast For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth. We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote. Position Overview The Account Manager role is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Client Executive. Overall responsibilities include leading the core service delivery items and executing on all day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance with the aforementioned. The Account Manager I will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Account Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service. Core Responsibilities * Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention * Acknowledges receipt of client question in a timely manner (within 24 hours) * Engages appropriate resources to set expectations on timing * Communicates expected timing to client and update those expectations when necessary * Holds internal resources and carrier partners accountable to ensure deliverable deadline is met * Leads all core service delivery activity including but not limited to: * Completes tasks assigned to the 'support role' in the client engagement workbook * Client service calls (leads and communicates effectively to clients; ensures updated log is emailed to the client at least 30 minutes prior to call) * Monthly Claims Tracking (updates and sends monthly claims to client prior to month end; ensures tracking is peer reviewed by finance team prior to release to client) * Compliance * Sends annual compliance calendar to client * Reminds clients of compliance due dates and ensure deadline is not missed * Completes draft of 5500 (ensure timely signature), Leads PCORI calculations, reviews and delivers SPDs and SBCs, sends annual compliance notices during open enrollment, and updates client Wrap document * Project management of open enrollment communications * Establishes draft timeline and setting up call with client after renewal decisions are made * Develops benefits guide/open enrollment presentation/brainsharks with communications team * Ensures Account Executive or Account Lead reviews output and makes edits * Delivers initial draft to client with the expectation the materials are accurate * Communicates high priority client-required action to ensure open enrollment deadlines are not missed * Delivers final version to client within established timeframe

Job Description First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Manager in our First MainStreet Insurance Fairfield location to maintain relationships with our valued clients by helping them with their insurance protection needs. Account Managers manage a portfolio of accounts, ensuring their satisfaction and the retention of those clients. FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities. 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 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: Foster and maintain client relationships by managing a book of business that may or may not have Risk Advisor or Account Specialist support serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT) Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growth Monitor and report information from clients to ensure we are assisting in minimizing exposures Seek opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverage Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention Market new business and/or renewal business, could be in conjunction with a Risk Advisor or independently Accurately manage assigned account activity in our agency management system (EPIC) and ensure all deadlines are met Embrace the tools provided including following established workflows & processes 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 Assist with agency autonomy items including marketing, facilities as appropriate for your agency location Maintain confidentiality of client and company information Perform other duties, as assigned, appropriate to the position Skills & Competencies: Proven experience in customer service and/or customer relationship management Desire to obtain license as required within 30 days of hire, if not currently licensed Experience in the insurance industry is preferred Proven experience in customer service and/or customer relationship management Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions Exposure to agency management software tools, such as Epic Ability to collect, analyze, and interpret insurance-related data Actively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutions Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trends 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. 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!