Commercial Lines Associate Account Manager

We need to output HTML fragment with sections: About the role? Actually the posting has sections: WHY NORTH RISK PARTNERS (maybe About the role), Job Summary, Essential Responsibilities (Phase 1-3), Requirements (Qualifications, Behavior Expectations, Physical Requirements, Tools and Equipment Used, Work Environment), Compensation And Benefits. We must use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we need to map content accordingly. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those exact headings when appropriate. We must not repeat job title as heading. We must not put Job ID etc. We need to include a section only when posting has real, specific content for it. So we need to decide which sections to include. We have content about the company and role: "WHY NORTH RISK PARTNERS" could map to About the role. Job Summary could be part of About the role or separate? Probably About the role includes description of company and role. Responsibilities: we have Essential Responsibilities (Phase 1-3). So we can put that under Responsibilities. Requirements: we have Requirements section with subparts: QUALIFICATIONS (Knowledge, Skills, & Abilities), BEHAVIOR EXPECTATIONS, Physical Requirements, TOOLS AND EQUIPMENT USED, WORK ENVIRONMENT. We could map to Requirements heading, and inside we could have subheadings? But only allowed headings are h3 for those specific section names. We could still use

for prose and

• for lists. We could embed subheadings as maybe but not required. The instruction only says use h3 for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should follow that. Probably we should only use those headings as top-level sections. Inside we can use

  and

  . We need Benefits, Pay, Schedule sections only if posting actually states them. The posting includes Compensation And Benefits: hourly range $23.32 - $28.50 hourly, plus benefits. It mentions benefits package: health, dental, vision, short-term and long-term disability, life, long-term care, 401(k), continuing professional education, volunteer time off, paid time off, paid holidays. So we have Pay (hourly range) and Benefits (list). No explicit schedule mentioned besides full-time, flexible schedule including overtime, nights, weekends. That could be Schedule. The posting says "Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed." That's schedule info. So we can include Schedule section. We also have Qualifications and Skills maybe separate? The posting has QUALIFICATIONS (Knowledge, Skills, & Abilities) and BEHAVIOR EXPECTATIONS. Could map Qualifications and Skills as separate sections? The instruction list includes Qualifications, Skills as possible headings. We could split: Qualifications (education, license, experience) and Skills (customer service, prioritization, time management, etc). But we need to avoid filler. We'll decide to include Qualifications and Skills sections. We also have Requirements heading; maybe we can use Requirements as a parent and inside have Qualifications and Skills subsections? But we cannot use other headings besides those listed? Not strictly prohibited but better to follow. Could do:

  Requirements

  then inside we have

  for behavior expectations etc. But we also have Qualifications and Skills as separate headings; maybe we should use them instead of Requirements. The instruction says "use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we can use any of those as needed. So we can choose which sections to include based on content. We have content for About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. We might not need a generic Requirements heading if we split into Qualifications and Skills. But we also have Behavior Expectations, Physical Requirements, Tools, Work Environment. Those could go under Skills or Qualifications? Might be better to have a Requirements section that includes those subpoints as paragraphs/lists. However we already have Qualifications and Skills headings; we could place behavior expectations under Skills, physical requirements under Qualifications? Not ideal. Alternative: Use Requirements heading for the whole block, and inside we can have subheadings like but not h3. That might be acceptable. The instruction only mandates using h3 for section headings; it doesn't forbid other markup like or

  . So we can do:

  About the role

  ...

  Responsibilities

  ...

  Requirements

  ...

  (maybe with subpoints)

  Benefits

  ...

  Pay

  ...

  Schedule

  ...

  We need to ensure we don't include empty sections. Let's extract content. About the role: combine WHY NORTH RISK PARTNERS and Job Summary. WHY NORTH RISK PARTNERS paragraph: "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 25 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: "The Associate Account Manager works on a team across North Risk Partners to support the Commercial Lines service team and Risk Advisors. This role works under the supervision and direction of the account management team and service leader, with support from North Risk University training leads. This role is responsible for managing day-to-day service requests, supporting client relationships, and completing internal service work that prepares this individual to progressively take on greater responsibility and grow into an Account Manager role. Proficiency and ability to complete each phase independently and accurately is expected before moving into the next phase." We can combine into a couple paragraphs. Responsibilities: list essential responsibilities phases 1-3. We need to put each duty as

  . Could group by phases but still list items. Let's extract bullet points: Phase 1: - Monitor and process tasks in the North Risk Commercial Lines buddy list - Assist the account management team by delivering quick and accurate responses to service requests in a caring and friendly manner - Accept, process, and communicate standard tasks such as, but not limited to, certificates, endorsements, policy changes, motor vehicle reports, audits, cancellations, and reinstatements - 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 Phase 2: - Receive, process, and manage incoming requests delegated by account managers, Risk Advisors, and insureds - Accept, process, and communicate more complex tasks such as certificates, elevated endorsements, evidence of insurance, policy changes, basic proposal building, audits, cancellations, and reinstatements - Review certificate contracts and communicate with carriers and account managers regarding necessary policy updates needed to execute certificates - Support processing tasks in the Commercial Lines Buddy List and other internal service workflows - Evaluate and process client requests to help ensure appropriate coverage needs are addressed under supervision - Resolve routine service inquiries related to billing, claims, and policy service needs to support client satisfaction - Continue active participation in agency service training meetings and ongoing professional development - Maintain accurate documentation in company systems and follow established procedures Phase 3: - Maintain strong client relationships by responding to correspondence in a timely, accurate, and professional manner with support from the Risk Advisor and account management team - Co-manage a book of business with experienced team members while helping determine and meet client goals - Assist with client-facing service needs, including answering questions regarding lines of coverage, carrier changes, claims, billing, and renewal activity - Analyze carrier quotes for accuracy and prepare quote comparisons to support client recommendations and internal decision-making - Prepare renewal comparisons, policy proposals, and presentation materials that support the account management and sales process - Support remarketing efforts by gathering underwriting information, coordinating with carrier partners, and assisting in the development of insurance solutions for current clients - Communicate and educate clients on coverage, policy options, and service considerations as needed We'll output as

  • each. Requirements: includes QUALIFICATIONS (Knowledge, Skills, & Abilities), BEHAVIOR EXPECTATIONS, Physical Requirements, TOOLS AND EQUIPMENT USED, WORK ENVIRONMENT. We'll need to preserve all substantive info. Qualifications (Knowledge, Skills, & Abilities): - 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 - Proven ability to prioritize 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: - Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other 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