Personal Lines Associate Account Manager

Personal Lines Associate Account Manager

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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.

Full-time

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.

• 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 , 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

• 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

• 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

• 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,…