North Risk Partners
Personal Lines Associate Account Manager
North Risk Partners, Bemidji, Minnesota, United States, 56601
Personal Lines Associate Account Manager
Join to apply for the
Personal Lines Associate Account Manager
role at
North Risk Partners
6 days ago Be among the first 25 applicants
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? 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.
Job Type Full-time
Description 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
Requirements
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 in personal lines insurance
Willingness to obtain & maintain 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 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, 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 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 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. 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, paid holidays, and hybrid work opportunities.
#J-18808-Ljbffr
Personal Lines Associate Account Manager
role at
North Risk Partners
6 days ago Be among the first 25 applicants
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? 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.
Job Type Full-time
Description 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
Requirements
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 in personal lines insurance
Willingness to obtain & maintain 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 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, 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 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 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. 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, paid holidays, and hybrid work opportunities.
#J-18808-Ljbffr