POSITION TITLE: Account Specialist
REPORTS TO: Operations Department
CLASSIFICATION: Exempt
DATE: May 2025
EEO CLASSIFICATION: Professionals

POSITION SUMMARY:

The primary responsibility of the Account Specialist is delivering high-quality service and support to our valued clients. Service Specialists will support the Account Manager(s), Account Executive(s), Risk Advisor(s), and any overall office needs.

SKILLS & COMPETENCIES:

• Proven experience in service/support management or a related client-facing role
• Desire to obtain a license as required, if not currently licensed
• 2 years of experience in the Employee Benefits space, overall 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
  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.
  PId6e2a942f7a1-25404-3811815

• 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