Commercial Lines Account Manager

About the role

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.

Responsibilities

• Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner
• Answer questions regarding all lines of coverage, and assist with plan and/or carrier changes, claims, and billing
• Service commercial lines accounts as assigned in accordance with company policies, procedures, and service standards
• Collaborate with Risk Advisors and Commercial Processing team to determine and meet client goals
• Support Risk Advisors by exercising independent judgment and discretion to:
• Analyze markets for competitive pricing and develop insurance solutions for current clients
• Review carrier quotes, look for gaps in coverage, prepare proposals, and maintain client applications
• Communicate and educate clients on policies as needed
• Receive and process new business, renewals, and cancellations
• Ensure maximum client retention and generation through relationship building
• Manage large volumes of account support items regularly
• Schedule, attend, and participate in commercial lines meetings, trainings, and classes
• Develop and maintain positive and effective relationships with partner insurance carriers
• Promote value-added services available through North Risk Partners (i.e., professional counseling, webinars/seminars, communications, tools, and more)
• Strive to return phone calls, messages, and emails on the same business day
• Enter activity and other relevant information accurately 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
• Continue professional development; obtain and maintain licensing and designations
• Stay up to date on industry trends and best practices

Requirements

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in the commercial insurance service
• Active property & casualty insurance license, or willing to obtain one
• Excellent oral and written communication skills
• Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
• Self-starter who takes initiative to identify problems and lead by example
• Knowledge of AMS360 and ImageRight are a plus, but not required
• Proficiency in CRM software and Microsoft Office suite

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

Tools and Equipment Used

• Telephones
• Calculators
• Copiers
• Computers
• Printers
• Office equipment

Work Environment

• The work environment is primarily indoors.
• Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur.

Compensation and Benefits

• The estimated base salary range for this full-time position is $60,000 - $75,000 annually, plus benefits.
• We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more.
• North Risk Partners is growing which means your career can too.