Personal Lines Account Manager
North Risk Partners - Sioux Falls, SD
posted 5 days ago
About the position
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. We are looking for a proactive and customer-focused Personal Lines Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of personal accounts and providing quality service to our clients. The Personal Lines Account Manager position requires a combination of excellent communication skills and a passion for delivering exceptional service.
Responsibilities
- Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner
- Timely and accurately 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
- 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 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
- Communicate and educate clients on policies as needed
- Receive and process new business, renewals, and cancellations
- 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
- 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
- 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
- Stay up to date on industry trends and best practices
Requirements
- A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 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
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Short-term disability
- Long-term disability
- Life insurance
- Long-term care insurance
- 401(k) plan
- Continuing professional education and development
- Volunteer time off
- Paid time off
- Paid holidays
- Hybrid work opportunities
