Personal Lines Associate Account Manager

North Risk Partners•Plymouth, MN

39d•$24 - $26

About The Position

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.

Requirements

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
Willingness to obtain 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, 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

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 ID cards, 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
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