Commercial Lines 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 Commercial Lines Account Processor works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance. 

Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2. 

ESSENTIAL RESPONSIBILITES

Phase 1:

• 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, but not limited to, certificates, simple policy changes, MVR’s, audits, cancellations, and reinstatements
• 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)
• Follow all federal and state regulations, and best practices for avoiding errors and omissions

Phase 2:

• 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, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements
• 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 partners 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

SECONDARY RESPONSIBILITIES

• Perform miscellaneous projects and complete various tasks as requested by management
• Attend and actively participate in scheduled Coverage Training classes

Requirements

QUALIFICATIONS (Knowledge, Skills, & Abilities)

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and work experience in insurance or another service industry
• Ability to obtain & maintain a property & casualty license
• Detail-oriented and time management skills are required 
• Ability to work independently and on a team both in-person and virtually 

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 prof