Personal Lines Account Manager

North Risk Partners, LLC•West Des Moines, IA

16d•$48,000 - $67,000•Hybrid

About The Position

We are looking for a proactive and experienced Personal Lines Account Manager to serve as the primary point of contact for our clients. This position includes supporting the sales team in evaluating and managing personal accounts, while also taking ownership of client relationships and handling multiple accounts with growing independence and responsibility. This individual demonstrates excellent communication skills, exceptional customer service, project management skills, and a broad understanding of insurance coverages.

Requirements

A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 5 years in personal insurance service
Active 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 CRM software and 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, 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

Responsibilities

Maintain an active property and casualty insurance license
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
Maintain positive relationships with partner insurance carriers and underwriting teams
Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner
Process policy changes including mortgage changes, auto and property additions and deletions, address changes, and more
Handle all cancellations with care, with adherence to E&O guidelines
Answer questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing
Review policies for correct coverage, soliciting rewrite quotes when necessary
Communicate and educate clients on policies as needed
Support Risk Advisors by exercising independent judgment and discretion to: Analyze markets for competitive pricing and develop insurance solutions for current clients, Review carrier quotes, look for gaps in coverage, prepare proposals, and maintain client applications
Receive and process new business, renewals, and cancellations
Schedule, attend, and participate in personal lines meetings, trainings, and classes
Develop and maintain positive and effective relationships with partner insurance carriers
Strive to return phone calls, messages, and emails on the same business day
Enter activity and other relevant documentation accurately into the company’s software system(s) in accordance with company procedures
Return phone calls, messages, and emails on the same business day
Take lead in handling customer walk-ins, along with drop-off payments
Follow all federal and state regulations, and best practices for avoiding errors and omissions
Continue professional development; pursue and maintain licensing and designations as applicable