Account Specialist (FMSI)

T

TrueNorth Companies

Posted 2 months ago

Full Time

Grinnell, Iowa

In Person

Smart Summary

Responsibilities

The Account Specialist supports the team by managing client relationships, processing administrative tasks, and ensuring accurate data entry in the agency management system. They also assist with office operations and collaborate with internal teams to meet client needs and retention goals.

Qualifications

The Account Specialist will support client relationships and insurance protection needs, working collaboratively with account managers and advisors. Key responsibilities include client communication, processing administrative tasks, and maintaining accurate data in the agency management system. The ideal candidate will possess strong communication, problem-solving, and organizational skills, with experience in a client-facing role and proficiency in Microsoft Office.

Job Description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking an Account Specialist in our Ramsey-Weeks location to maintain relationships with our valued clients by helping them with their insurance protection needs. Account Specialists support the Account Manager (s), Account Executive (s), and Risk Advisor(s), and overall office needs. 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: 

  • Support client relationships by assisting with a book of business in conjunction with a Risk Advisor or Account Manager
  • Develop and nurture strong relationships with clients by providing excellent service and support to clients
  • Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
  • Regularly communicate with accounts to proactively address concerns
  • Manage and report information from clients to ensure we are assisting to minimize exposures
  • Process all administrative responsibilities promptly, including data integration and reporting for the team
  • Monitor account satisfaction levels and assist with proactive measures to ensure high levels of account retention
  • Assist with marketing new business and/or renewal business, in conjunction with a Risk Advisor or Account Manager
  • Accurately assist with managing all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met
  • Embrace the tools provided including following established workflows & processes
  • Manage assigned office operations such as – mail, phones, office supplies, etc.
  • Assist with agency autonomy items including marketing, facilities as appropriate for your agency location
  • Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
  • Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
  • Maintain confidentiality of client and company information
  • Perform other duties, as assigned, appropriate to the position

Skills & Competencies:

  • Proven experience in service/support management or a related client-facing role
  • Desire to obtain a license if not currently licensed
  • Experience in the insurance industry is preferred
  • Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
  • Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels
  • Exceptional problem-solving skills with a strong focus on client satisfaction
  • Strong organization and time management skills
  • Managing both client-facing responsibilities and internal office operations seamlessly
  • Ability to adapt to a fast-paced and dynamic environment
  • Ability to work with internal teams to report information, track tasks, and align efforts toward achieving client goals. Strong collaborative and morale skills to motivate and assist the internal high-performing team

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!

T

TrueNorth Companies

TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 500 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2025 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Integrity Alliance is not affiliated with TrueNorth Companies, L.C. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. All information marked with a footnote is cited on the Citations page of this website. Integrity FORM CRS. Check the background of this firm on FINRA's BrokerCheck.
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