Personal Lines Associate Account Manager

North Risk Partners, LLC•Rochester, MN

3d•$24 - $26

About The Position

North Risk Partners is seeking a customer-focused Personal Lines Associate Account Manager to serve as a point of contact for clients and support the management of personal insurance accounts. The role focuses on learning the basics of insurance coverage, accurate data entry and quote rating, and assisting Account Managers with daily tasks. It requires strong communication skills and a commitment to exceptional service. The Associate Account Manager prepares for the property and casualty licensing exam and participates in training, including Total CSR courses. The position works collaboratively across service workflows, maintains client records, supports routine policy and billing requests, and develops relationships with insurance carriers and underwriting teams. The role also contributes to client service through remarketing and quoting activities, handling walk-ins and payments, and following applicable regulations and error-prevention practices. The work is primarily indoors in an office environment, with travel to company locations and client meetings. The position may involve exposure to different weather conditions during work-related travel and outdoor events. It includes frequent movement and physical activity, extended periods at a desk and computer, and the ability to work a flexible schedule—including overtime, nights, and weekends—as needed.

Requirements

A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years of customer service experience.
Willingness to obtain an insurance license.
Demonstrated success in customer service.
Excellent oral and written communication skills.
Strong attention to detail and organizational skills, including the 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 the Microsoft Office suite.
Ability to work a flexible schedule, including overtime, nights, and weekends, as needed.
Valid driver's license and ability to travel to North Risk Partners locations and other locations throughout the state and potentially the region for client meetings.
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.
Ability to hear, speak, and communicate verbally in English, and follow oral and written instructions.
Ability to sit at a desk for extended periods and perform long hours of computer work.
Ability to move around office buildings and facilities repeatedly throughout the day.
Manual dexterity and visual acuity for computer keyboarding, office equipment use, and review of detailed reports, information, fine print, and warning labels.
Ability to use telephones, calculators, copy machines, computers, printers, and other office equipment.

Responsibilities

Prepare for the property and casualty licensing exam and participate in Total CSR courses.
Collaborate with the team to monitor and complete work across workflows, including shared email inboxes, phone ring groups, and the agency documentation system.
Maintain client files in the agency management system according to company policies and procedures.
Develop relationships with partner insurance carriers and underwriting teams.
Assist with sending ID cards, handling non-complex endorsements, processing cancellations, answering billing questions, and responding promptly and accurately to service inbox voicemails.
Remarket renters and auto policies and generate toy quotes for clients.
Greet and assist customer walk-ins and handle drop-off payments.
Follow 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 and pursue and maintain licensing and designations as applicable.