Commercial Lines Small Business Account Manager

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

North Risk's Select Service #oneTEAM is currently seeking a driven and experienced Account Manager. As a Select Service Account Manager, you will be responsible for providing exceptional service and managing small business accounts ensuring clients insurance needs are met. You will serve as a primary point of contact for clients providing advice, personalized service, and timely assistance.

ESSENTIAL RESPONSIBILITIES

• Develop and maintain strong relationships with small business clients through understanding, advising, and providing correspondence in a quick and accurate manner
• Act as a trusted insurance professional, answering questions and assisting with plan and/or carrier changes, claims, and billing
• Collaborate with other Account Managers to ensure consistency of processes and procedures across all regions
• Monitor and maintain the Select Service task list in collaboration with the other Account Managers to ensure completion in a quick and accurate manner
• Analyze and develop small business insurance solutions to mitigate risks effectively based on client needs
• Stay informed on trends, advancements, and changes to the regulatory climate for business and the insurance industry
• Attend and actively participate in team, department, and business line meetings 
• Develop and maintain positive relationships with partner insurance carriers
• 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 regarding errors and omissions
• Collect overdue account receivable balances from customers in accordance with company policy
• Continue professional development; pursue and maintain professional designations if applicable

Requirements

QUALIFICATIONS (Knowledge, Skills, & Abilities)

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 2 years in the commercial insurance industry
• Active property & casualty insurance license, or willing to obtain one
• Understanding of small business insurance products
• Excellent oral and written communication skills 
• Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively 
• Ability to work in a fast-paced environment 

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