Personal Lines Insurance Professional

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? 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.

At North Risk Partners, 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. Our team environments are designed to provide oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.

Job Summary

This position is responsible for marketing to carriers and assisting Risk Advisors in quoting and writing new business. Insurance Placement Specialists work independently and effectively negotiate with our carrier partners to write new business using time management tactics to meet deadlines. This position is responsible for the marketing and placement of new commercial business.

Essential Responsibilities

Write new business in a quick, timely, and accurate manner

Collaborate with Risk Advisors to determine markets and coverages needed

Receive marketing applications for commercial lines accounts

Validate and update information within received applications to ensure accurate carrier submissions

Analyze and review quotes and coverages from carriers for accuracy

Create and distribute marketing proposals to sales staff, and bind coverage as necessary

Proactively manage the marketing process and meet deadlines to ensure client and Risk Advisor satisfaction

Exercise independent judgment and discretion to meet client needs

Transition new business accounts to the Account Manager and update internal systems to reflect accounts as sold and input clear directions to the Account Manager for smooth transition

Enter activity and other relevant information into the company's software system(s) in accordance with company procedures

Provide support and knowledge to sales and service staff throughout the marketing process

Understand and promote value-added services available through North Risk Partners (i.e., professional consulting, webinars/seminars, communications, tools, etc.)

Develop and maintain strong, positive relationships with carriers and company contacts

Attend and actively participate in agency service training meetings

Analyze trends and advancements in the insurance industry, as well as changes to the regulatory climate for businesses and the industry overall

Follow all federal and state regulations and best practices for avoiding errors and omissions

Mentor new marketing team members by guiding them on marketing methods while operating in alignment with company's mission and values

Continue professional development by pursuing and maintaining professional designations

Qualifications (Knowledge, Skills, & Abilities)

A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 5 years in the commercial insurance space

Previous insurance marketing and/or insurance customer service experience is required

Holds an active property & casualty license

Excellent oral and written communication skills

Ability to work in a fast-paced environment

Self-starter who takes initiative to identify problems and lead by example

Strong attention to detail, demonstrating the ability to prioritize tasks effectively

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 and 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 and potential evenings/weekends for 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 and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.

Compensation and Benefits

The estimated base salary range for this full-time position is $75,000 - $98,000 annually, 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. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.

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.

North Risk Partners