Commercial Lines Account Processor

2 days ago

Rochester, New York, United States North Risk Partners Full time
Job Summary

We are seeking a highly motivated and detail-oriented Commercial Lines Account Processor to join our team at North Risk Partners. As a key member of our Commercial Lines service team, you will play a critical role in supporting our account management team and delivering exceptional service to our clients.

Key Responsibilities
  • Monitor and process tasks in the North Risk Commercial Lines Buddy List
  • Assist account management team by delivering quick and accurate responses to service requests
  • Accept, process, and communicate standard tasks such as certificates, policy changes, and audits
  • Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed
  • Attend and participate in agency service training meetings
  • Develop positive relationships with partner insurance carriers
  • Enter client activity and other relevant information into the company's software system(s)
Phase 2 Responsibilities
  • Assist account management team by delivering quick and accurate responses to service requests
  • Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds
  • Accept, process, and communicate complex tasks such as certificates, evidences, policy changes, and proposal building
  • Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate
  • Support processing tasks in the Commercial Lines Buddy List
  • Attend and actively participate in agency service training meetings
  • Develop positive relationships with partner insurance carriers
  • Enter client activity and other relevant information into the company's software system(s)
Requirements
  • High School degree or equivalent required
  • Bachelor's degree preferred, but not required
  • Previous work experience in insurance or another service industry is helpful, but not required
  • Ability to obtain property and 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 Partners 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 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
What We Offer
  • 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

North Risk Partners is a fast-growing organization dedicated to serving the insurance and risk management needs of businesses and individuals. We are committed to building and living out a values-driven team culture and are seeking individuals who share our passion for delivering exceptional service and making a positive impact in our communities.

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