Account Specialist : Employee Benefits

POSITION TITLE : Account Specialist - Employee Benefits

REPORTS TO : Operations Department

CLASSIFICATION : Exempt

DATE : September 2025

EEO CLASSIFICATION : Professionals

POSITION SUMMARY :

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

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 :

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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