Commercial Lines Associate Account Manager
About the role
The Associate Account Manager supports the Commercial Lines service team and Risk Advisors, working under the supervision and direction of the account management team and service leader. This role involves managing day-to-day service requests, supporting client relationships, and preparing for progression into an Account Manager role.
Responsibilities
- Monitor and process tasks in the North Risk Commercial Lines buddy list
- Aid the account management team by delivering quick and accurate responses to service requests
- 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 and scheduled coverage training classes
- 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
Qualifications
- 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
- Demonstrated customer service experience with the ability to build trust and respond professionally
- Prioritized tasks effectively while paying close attention to detail
- Strong time management skills
- Ability to work independently and in 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 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
- 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
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 and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.
Compensation and Benefits
The estimated range for this full-time position is $23.08 - $25.48 hourly, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting. 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. #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, and paid holidays.