Account Manager

3 weeks ago

Rochester, United States North Risk Partners Full time

Job Type

Full-time

Description

North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 425 employees working in 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission of service - to our clients, to each other, and to our community.

At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day and constant learning, and the tools and resources to learn and grow at work and in life.

North Risk is growing which means your career can too #oneTEAM members receive:

  • Strong company culture
  • Professional Education and Licensing Paid for by North Risk
  • Volunteer Time Off
  • Paid Parental Leave
  • PTO Donation Program
  • Paid Holiday
  • Work/Life Balance via Hybrid Schedule
  • Professional Development
  • Continuing Education
This position is responsible for developing and maintaining relationships with commercial lines accounts. Account Managers work independently to advise and service client accounts.

PRIMARY RESPONSIBILITES:
  • Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner. Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing.
  • Collaborate with risk advisors to determine and meet client goals.
  • Support risk advisors by exercising independent judgement and discretion to:
    • Analyze markets for competitive pricing and develop insurance solutions for current clients,
    • Analyze quotes from carriers for accuracy,
    • Evaluate and prepare renewal comparisons and policy proposals,
    • Present proposals as needed,
    • Communicate and educate clients on policies as needed,
    • Evaluate and process client requests to ensure appropriate coverage is met,
    • Resolve inquiries on service problems, billing and claims to ensure client satisfaction, and
    • Receive and process new business, renewals, and cancellations.
  • Schedule and participate in client meetings as necessary.
  • Develop and maintain positive and effective relationships with partner insurance carriers.
  • Promote value-added services available through North Risk Partners (i.e., professional consulting, webinars/seminars, communications, Zywave tools, and more).
  • Refer business across all departments (i.e., property and casualty, employee benefits, and personal lines).
  • Attend and actively participate in agency service training meetings.
  • Enter activity and other relevant information 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 professional designations if applicable.
  • Travel as necessary for client meetings.
SECONDARY REPSONSIBILITES:
  • Perform miscellaneous projects and complete various tasks as requested by management.
Requirements

Education, Experience, and Certifications
  • High school degree or equivalent is required.
  • Bachelor's degree is preferred, but not required.
  • Previous 3-5 years of commercial lines insurance experience is preferred.
  • Ability to obtain a property & casualty insurance license.
BEHAVIOR EXPECTATIONS:
  • A role model for North Risk Partners' core values, mission, and desired culture.
  • Demonstrate enthusiasm and a positive attitude.
  • A self-starter who takes initiative to identify problems and lead by example.
  • Effective oral and written communication skills to effectively represent North Risk Partner as an employer of choice.
  • Ability to build strong, constructive relationships with a diverse range of clients, and organizational partners to discover common goals for a positive experience.
  • Strong attention to detail with excellent organizational skills.
  • Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders.
  • A team player who collaborates and works well with coworkers.
  • A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other individuals within North Risk Partners.

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