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Commercial Lines Account Processor

2 months ago

Saint Cloud, Minnesota, 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 in a caring and friendly manner.
  • Accept, process, and communicate standard tasks such as certificates, simple policy changes, MVR's, audits, cancellations, and 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).
  • Follow all federal and state regulations, and best practices for avoiding errors and omissions.
Phase 2 Responsibilities
  • Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner.
  • 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, proposal building, audits, cancellations, and certificate contract and communicate with carriers and account managers with necessary policy updates to execute 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).
  • Follow all federal and state regulations, and best practices for avoiding errors and omissions.
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.