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POSITION TITLE: Account Manager

REPORTS TO: Operations Department

CLASSIFICATION: Exempt

DATE: May 2025

EEO CLASSIFICATION: Professionals

POSITION SUMMARY:

The primary responsibility of the Account Manager is 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.

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

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.

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Salary: –

Corporate Technologies is a leading provider of managed IT solutions to businesses and institutions in Minnesota, Michigan, North Dakota, Southern California, Kansas and New Jersey. With over 40 years of experience and more than 200 employees, Corporate Technologies provides Fortune 500 level IT support to small and medium sized businesses. We offer unique IT solutions, including managed IT services, cloud services, staffing, voice and data systems, storage and virtualization, consulting, and networking solutions. If you are looking to break into the IT industry this may be a great opportunity for you. We would love for you to bring your skills and be part of our team!
At Corporate Technologies, it’s much more than just a job; it’s a career where you will learn, grow, and enjoy what you do every day. Our goal is to recruit and retain great people and in turn provide great employee experience. We offer a collaborative team environment, competitive salaries, and benefit program, as well as hands on training and career development. Our company is seeking a passionate and motivated Account Manager, who is highly experienced in delivering exceptional customer service to our valued customers. The ideal candidate will have extensive knowledge of our product line and the ability to quickly determine the best solution to meet customers’ needs. The successful individual will help build relationships with both existing and potential customers while implementing programs that are mutually beneficial to the company and its customers. Must be located in the Cedar Falls area and able to visit clients at their offices.
Essential Job Duties:

• Develop trusted advisor relationships with assigned customer base
• Build and maintain strong, long-lasting client relationships.
• Ensure the timely and successful delivery of our IT solutions according to customer needs and objectives.
• Develop new business with existing clients and/or identify areas of improvement.
• Quarterly onsite meetings with assigned customers providing recommendations and to ensure customer satisfaction.
• Clearly communicate the progress of monthly/quarterly initiatives with management and clients.
• Prepare and review reports on account status with your customers.
• Collaborate with engineers and operations to identify and grow opportunities within your base clients.
• Assist with challenging client requests or issue escalations as needed.
• Prepare and present proposals for products and service offerings.
• Document customer interactions or transactions, recording details of inquiries, complaints or comments including actions taken.

Qualifications:

• Preferred experience in customer service, an education in Information Technology or an understanding in IT is a plus. Some sales experience would be helpful but not a requirement.
• Ability to organize and manage multiple priorities.
• Problem analysis and problem resolution at both a strategic and functional level.
• Excellent listening, negotiation, and presentation abilities.
• Strong verbal and written communication skills needed.
• Must work effectively with senior-level executives and staff; must also be able to work independently.
• Must have strong interpersonal skills, good judgment and be capable of communicating with a diverse range of individuals.
• Excellent computer skills including all MS Office applications (Word, Excel, Outlook, PowerPoint) required.
• Must have strong customer support orientation for external customers, demonstrated professional demeanor, and the ability to maintain confidential information.
• Must have a valid driver’s license and clean driving record.

Job Type: Full-time
Pay: $45,000.00 – $90,000.00+ per year (this includes commissions)
Benefits:

• 401(k) matching
• Cell phone reimbursement
• Dental insurance
• Disability insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
• Paid time off
• Paid training
• Vision insurance

Equal Employment Opportunity: Corporate Technologies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, disability, or any other protected status. We encourage all qualified applicants to apply.

Compensation details: 0

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