Personal Lines Associate Account Manager

North Risk Partners, LLC • Bemidji, MN

2d • $24 - $26 • Onsite

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

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

Benefits

• health
• dental
• vision
• short-term and long-term disability
• life
• long-term care
• 401(k) plan
• continuing professional education and development
• volunteer time off
• paid time off
• paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree