Commercial Lines Associate Account Manager

North Risk Partners, LLC•West Des Moines, IA

94d•$23 - $29

About The Position

The Associate Account Manager works across North Risk Partners on a Commercial Lines service team, supporting the service team and Risk Advisors under the supervision and direction of the account management team and service leader. North Risk University training leads provide additional support. The role manages day-to-day service requests, supports client relationships, and completes internal service work while preparing to take on progressively greater responsibility and grow into an Account Manager role. Proficiency and accuracy in each phase are expected before advancing to the next phase. Responsibilities develop through three phases, from processing standard service tasks and learning agency systems and procedures, to handling more complex requests and supporting coverage needs under supervision, and eventually co-managing a book of business, preparing renewal and quote materials, supporting remarketing, and communicating with clients about coverage and service considerations. The position is primarily indoors, with work-related travel to North Risk Partners locations and client meetings. Travel may involve exposure to a variety of weather conditions. The role may require a flexible schedule, including overtime, nights, and weekends, to attend events and meetings as needed. The estimated compensation range is $23.32–$28.50 per hour, plus benefits.

Requirements

A combination of education and experience generally attained through a high school degree, a bachelor’s degree, and work experience in insurance or another service industry.
Ability to obtain and maintain a property and casualty license.
Demonstrated customer service experience and ability to build trust and respond professionally.
Ability to prioritize tasks effectively while paying close attention to detail.
Strong time management skills.
Ability to work independently and as part of a team, both in person and virtually.
Enthusiasm and a positive attitude, and the ability to represent the organization professionally to coworkers, clients, and external stakeholders.
Ability to collaborate and communicate professionally with clients, Risk Advisors, and coworkers.
Ability to perform under normal office conditions, including lifting or carrying objects weighing up to 25 pounds.
Ability to twist, bend, stoop, kneel, squat, stand, walk, and reach frequently; sit at a desk for extended periods; work for long periods at a computer; and move around office facilities repeatedly throughout the day.
Ability to communicate effectively in English and follow oral and written instructions.
Manual dexterity and visual acuity for keyboarding, office equipment use, and reviewing detailed reports, information, fine print, and warning labels.
Valid driver’s license and ability to travel to company locations and client meetings throughout the state and potentially the region.
Ability to work a flexible schedule, including overtime, nights, and weekends as needed for events and meetings.
Ability to use telephones, calculators, copy machines, computers, printers, and other office equipment.

Responsibilities

Monitor and process tasks in the North Risk Commercial Lines buddy list.
Provide timely, accurate, caring, and friendly responses to service requests in support of the account management team.
Accept, process, and communicate standard service tasks, including certificates, endorsements, policy changes, motor vehicle reports, audits, cancellations, and reinstatements.
Receive new policies, prepare policy books for account manager review, and deliver them to Risk Advisors as instructed.
Attend agency service meetings and scheduled coverage training classes.
Develop positive relationships with partner insurance carriers.
Enter client activity and relevant information into company software systems.
Receive, process, and manage incoming requests delegated by account managers, Risk Advisors, and insureds.
Handle more complex tasks, including elevated endorsements, evidence of insurance, basic proposal building, and other policy and service requests.
Review certificate contracts and communicate with carriers and account managers about policy updates needed to execute certificates.
Support the Commercial Lines Buddy List and other internal service workflows.
Evaluate and process client requests under supervision to help ensure appropriate coverage needs are addressed.
Resolve routine service inquiries related to billing, claims, and policy service.
Maintain accurate documentation in company systems and follow established procedures.
Maintain client relationships through timely, accurate, and professional correspondence with support from Risk Advisors and the account management team.
Co-manage a book of business with experienced team members and help determine and meet client goals.
Assist with client-facing service needs and answer questions about coverage, carrier changes, claims, billing, and renewals.
Analyze carrier quotes for accuracy and prepare quote comparisons.
Prepare renewal comparisons, policy proposals, and presentation materials.
Support remarketing by gathering underwriting information, coordinating with carrier partners, and helping develop insurance solutions for current clients.
Communicate and educate clients about coverage, policy options, and service considerations.
Follow federal and state regulations and best practices for avoiding errors and omissions.
Represent North Risk Partners’ core values, mission, and culture professionally and positively; collaborate with coworkers and communicate with clients, Risk Advisors, and colleagues.