PERSONAL LINES ACCOUNT MANAGER

Description

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.

Our team consists of over 425 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.

North Risk's team is values-driven with a common mission of service - to our clients, to each other, and to our community.

At North Risk Partners, our #oneTEAM lives out #oneMISSION : to provide extraordinary #service to our clients, to each other, and to our communities.

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

North Risk is growing which means your career can too! #oneTEAM members receive :

• Strong company culture
• Professional Education and Licensing Paid for by North Risk
• Volunteer Time Off
• Paid Parental Leave
• PTO Donation Program
• Paid Holidays
• Work / Life Balance via Hybrid Schedule
• Professional Development & Continuing Education
• Job Security and Stability

POSITION SUMMARY :

North Risk's Personal Lines #oneTEAM is currently seeking a driven and enthusiastic Account Manager. This position is responsible for developing and maintaining relationships with personal lines accounts, including homeowners, auto, personal umbrella, boat, and recreational vehicle insurance.

Some service staff may also be involved in servicing farm, health and other coverages, depending on the individual office / agency's needs.

Account managers work independently to advise and service client accounts.

PRIMARY RESPONSIBILITIES :

• Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner.
• Includes answering questions regarding all lines of coverage, and assisting with plan and / or carrier changes, claims, and billing
• Provide advice and counsel on personal lines matters to assigned accounts.
• Review current insurance programs offering the right coverage at a competitive price.
• Support risk advisors by exercising independent judgement and discretion to :
• Analyze markets for competitive pricing and develop insurance solutions for current clients,
• Analyze quotes from carriers for accuracy,
• Evaluate and prepare renewal comparisons and policy proposals,
• Present proposals as needed,
• Communicate and educate clients on policies as needed,
• Evaluate and process client requests to ensure appropriate coverage is met,
• Resolve inquiries on service problems, billing and claims to ensure client satisfaction, and
• Receive and process new business, renewals, and cancellations.
• Schedule and participate in client meetings or agency service training meetings as necessary.
• Develop and maintain positive and effective relationships with partner insurance carriers.
• Enter activity and other relevant information into the company's software system(s) in accordance with company procedures.
• Follow all federal and state regulations, and best practices for avoiding errors and omissions.
• Continue professional development; pursue and maintain professional designations if applicable.
• Travel as necessary for company or training events.

SECONDARY RESPONSIBILITIES

Perform miscellaneous projects and complete various tasks as requested by management

Requirements

Education, Experience, and Certifications

• High school degree or equivalent is required. Bachelor's degree is preferred, but not required.
• Excellent verbal and nonverbal communication skills.
• Customer service oriented and can work well with others.
• Previous insurance experience in personal lines.
• Ability to obtain a property and casualty insurance license.

BEHAVIOR EXPECTATIONS :

• A role model for North Risk Partners' core values, mission, and desired culture
• Demonstrate enthusiasm and a positive attitude
• A self-starter who takes initiative to identify problems and lead by example
• Effective oral and written communication skills to effectively represent North Risk Partners as an employer of choice
• Ability to build strong, constructive relationships with a diverse range of clients, and organizational partners to discover common goals for a positive experience
• Strong attention to detail with excellent organizational skills
• 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
8 days ago