Personal Lines Associate Account Manager

Overview North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.

WHY NORTH RISK PARTNERS

Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? Our #oneTEAM lives out #oneMISSION to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Job Details Job Type Full-time Job Summary We are looking for a customer-focused Personal Lines Associate Account Manager who is eager to learn and serve as a point of contact for our clients. This position is focused on understanding the basics of insurance coverage and assisting in data entry and rating quotes while remaining clear of errors. This individual will collaborate with team members in managing personal accounts and assist Account Managers with daily tasks. This position requires a combination of excellent communication skills and a passion for delivering exceptional service. Essential Responsibilities Prepare for the property and casualty licensing exam, and participate in Total CSR courses Work collaboratively on a team to monitor and complete tasks in different workflows including, but not limited to: shared email inboxes, phone ring groups, and the agency documentation system Maintain client files in the agency management system following standard company policies and procedures, ensuring #oneTEAM’s mission of service Develop relationships with partner insurance carriers and underwriting teams Assist in sending ID cards, handling non-complex endorsements, processing cancellations, answering billing questions, and responding to voicemails in the service inbox in a timely, accurate manner Remarket renters and auto policies, and generate toy quotes for clients Assist in greeting and handling customer walk-ins, along with drop-off payments Follow all federal and state regulations, and best practices for avoiding errors and omissions Attend and participate in personal lines meetings, training, and classes Continue professional development; pursue and maintain licensing and designations as applicable Qualifications (Knowledge, Skills, & Abilities) A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years customer service experience Willingness to obtain an insurance license Demonstrated success in customer service Excellent oral and written communication skills Strong attention to detail with organizational skills, demonstrating ability to prioritize tasks effectively Self-starter who takes initiative to identify problems and lead by example Ability to work in a fast-paced environment Proficiency in Microsoft Office suite Behavior Expectations A role model for North Risk Partners’ core values, mission, and desired culture Demonstrate enthusiasm and a positive attitude 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 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 Tools and Equipment Used Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment. Work Environment The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur. This description acknowledges reading and understanding this position description. At-will employment is acknowledged. Compensation And Benefits The estimated range for this full-time position is $23.56 - $26.44 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, and paid holidays. #J-18808-Ljbffr North Risk Partners