Account Manager

Description

North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 425 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission of service - to our clients, to each other, and to our community.

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

North Risk is growing which means your career can too! #oneTEAM members receive:

• 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’s Select Service #oneTEAM is currently seeking a driven and enthusiastic Account Manager. The primary role of this position is to provide exceptional service to existing small business accounts within the North Risk Partners’ Select Service Department. An Account Manager must be able to work independently and in conjunction with other members of the North Risk Select Service Team. 

This role will be responsible for servicing any existing and new accounts transitioned to Select Service from various North Risk locations. The definition of a select service account may vary by division, location, or as defined by leadership.

PRIMARY RESPONSIBILITIES

• Develop and maintain strong relationships with small business clients through advising and responding to all correspondence in a quick and accurate manner. 
• Answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing. 
• Collaborate with other Account Managers on the Select Service team to ensure consistency of processes and procedures across all divisions. 
• Monitor and maintain the Select Service task list in collaboration with other Account Managers to ensure completion of tasks in a quick and accurate manner 
• Analyze and develop small business insurance solutions for current clients based on their needs. 
• Exercise independent judgment and discretion when evaluating and processing client requests to ensure appropriate coverage is met, analyzing quotes from carriers for accuracy, and reviewing renewals, endorsements, and cancellations for existing clients.
• Study trends and advancements in the insurance and finance industries, as well as changes to the regulatory climate for businesses and the insurance industry, overall to keep knowledge current and plan strategically. 
• Attend and actively participate in Select Service team meetings and Commercial Service team 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. See company policy. 
• Continue professional development; pursue and maintain professional designations if applicable

SECONDARY RESPONSIBILITIES

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

Requirements

JOB SPECIFICATIONS:

Education, Experience, and Certifications

• High school degree or equivalent is required
• Bachelor’s degree preferred, but not required
• 2 years of experience in Insurance Industry is required
• Ability to obtain a 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

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 in order 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