Personal Lines Associate Account Manager

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.

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

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 RESPONSIBILITES

• 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
• 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