Employee Benefits Account Processor

Description

WHY NORTH RISK PARTNERS

Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. 

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

JOB SUMMARY 

The Employee Benefits Account Processor works under the support and direction of the Account Management team and Risk Advisors, processing day-to-day service requests associated with employee benefits accounts.

ESSENTIAL RESPONSIBILITES

• Provide timely, accurate, and courteous support to the account management team, ensuring service requests meet company standards and data integrity expectations
• Process incoming requests and assigned tasks efficiently, documenting actions appropriately
• Assist in preparing small group benefit comparisons and summaries for account managers 
• Build and maintain positive relationships with partner insurance carriers
• Maintain accurate client records in the agency management system and shared platforms
• Collaborate in a centralized, team-based environment that values communication and shared accountability 
• Uphold high standards of data accuracy, confidentiality, and compliance 
• Participate in team meetings, training, and process improvement initiatives 
• Follow all applicable federal and state regulations, and best practices for minimizing errors and omissions 

SECONDARY RESPONSIBILITIES

• Perform miscellaneous projects and complete various tasks as requested by management

Requirements

QUALIFICATIONS (Knowledge, Skills, & Abilities)

• A combination of education and experience generally attained through a high school degree, bachelor’s degree and working experience in insurance or another service industry 
• Ability to obtain & maintain an insurance license 
• Strong attention to detail, data accuracy, and organizational skills 
• Effective communicator with a collaborative, team-oriented mindset 
• Comfortable working in shared systems (e.g., Vertafore) and ability to adapt to evolving workflows

BEHAVIOR EXPECTATIONS

• A role model for North Risk Partners’ core values, mission, and desired culture
• Demonstrate enthusiasm and a positive attitude
• 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

PHYSICAL REQUIREMENTS

• Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
• Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
• Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
• Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
• Move around office/building/facilities repeatedly throughout the day
• Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
• Must possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
• Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed

TOOLS AND EQUIPMENT USED 

Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and othe