POSITION SUMMARY This position is responsible for developing and maintaining relationships with personal lines clients in conjunction with the producing risk advisor. Personal lines account often include coverages such as homeowners, auto, personal umbrella, boat, and recreational vehicle insurance. Some service staff may also be involved in servicing farm, health and other coverages, depending on the individual office/agency's needs. Senior account managers work independently to advise and service complex accounts.
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 400 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, each other, and our community.
This position can be based in our Plymouth, MN location or our Mendota Heights, MN location
PRIMARY RESPONSIBILITIESLeader: - Work closely with other department leaders across the company to determine standards for service team.
- Execute alignment and communication for company strategy, goals, training, and ongoing education for team members.
- Work closely with account managers to carry out efficient processes and procedures to ensure excellent service to North Risk Partners clients.
- Assist in employee development, including mentorship, training, performance reviews, and disciplinary action as needed.
- Work with Employee Relations department to execute employee onboarding and training.
- Provide industry updates, advancements, and trends for team members to stay abreast and keep knowledge current.
- Administrative duties including:
- Approve timesheets and PTO requests,
- Approve monthly expense reports,
- Work with the Employee Relations department on employee onboarding, compliance, paperwork, etc., and
- Participate in hiring process by interviewing candidate.
Account Manager: - Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner.
- Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing.
- Collaborate with risk advisor to determine and meet client goals.
- Exercise independent judgement and discretion to meet client needs by:
- communicate and educate clients on policy changes as needed,
- evaluate and process client requests for to ensure appropriate coverage is met, and
- resolve inquiries on service problems, billing and claims to ensure client satisfaction.
- Schedule and participate in client meetings as necessary.
- Study trends and advancements in the insurance and finance industries, as well as changes to the regulatory climate to keep knowledge current and plan strategically.
- Develop and maintain positive and effective 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 for avoiding errors and omissions.
- Mentor new employees by guiding them on North Risk Partners' service methods and mission.
- Attend and actively participate in agency service training meetings.
- Continue professional development; pursue and maintain professional designations if applicable.
- Travel as necessary for company or training events.
SECONDARY RESPONSIBILITIES - Perform miscellaneous projects and complete various tasks as requested by management.
JOB SPECIFICATIONSEducation, Experience, and Certifications - High school degree or equivalent required
- Bachelor's degree preferred, but not required
- Extensive years of insurance experience is required
- Ability to maintain property and casualty insurance license is required
- Professional insurance designation (i.e., CIC or CISR) preferred, but not required
BEHAVIOR EXPECTATIONS - A role model for North Risk Partners' core values, mission, and desired culture
- Demonstrate enthusiasm, positive attitude, and a strong understanding of the fundamentals of customer service
- A self-starter who takes initiative to identify problems and lead by example
- Excellent oral and written communication skills
- Strong attention to detail with a strong ability to plan and organize accordingly
- Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
- A professional who collaborates and demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners and is a team player who works well with others
- Ability to analyze and solve problems
- Able to work independently with minimal supervision in a fast-paced environment
- A role model for North Risk Partners' core values, mission and desired culture
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 at 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
FACE RISK HEAD ON Let's move forward together North Risk Partners specializes in strategic insurance solutions for businesses and individuals. We are committed to helping clients face risk head-on with right-fit insurance coverage and attention to opportunities for preventing avoidable losses. For businesses, we offer programming and compliance support in the areas of HR, safety, worksite wellness and more.
Serving our communities is an important part of who we are. From donating our time and resources, to mentoring up-and-coming professionals in the world of insurance, we are committed to seeing our communities thrive. Our size allows us to offer more choices in coverage and important risk management resources. We are one of the largest, privately-owned independent insurance brokerages in the Midwest with over 400 employees and over 30 locations. We value creating a foundation of trust in our relationships to make way for honest and challenging discussion, commitment, and accountability; and we believe developing these characteristics within ourselves, our teams, and with clients and partners leads to achieving and celebrating amazing results.
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.