Employee Benefits 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. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.

Responsibilities

• 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
• Collaborate with risk advisors to determine and meet client goals
• Support Risk Advisors by exercising judgment and discretion to:
• Analyze markets for competitive pricing and develop insurance solutions for current clients
• Analyze quotes from carriers for accuracy
• Evaluate and prepare renewal comparisons and policy proposals
• Resolve inquiries on service problems to ensure client satisfaction
• Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary
• Market new or renewal business with guidance from the risk advisor when necessary
• Participate in client meetings as necessary
• Refer business across all departments (i.e., property & casualty and personal lines)
• Enter activity and other relevant information into agency management systems and other software tools according to company procedures
• Follow all federal and state regulations and best practices for avoiding errors and omissions
• Continue professional development; pursue and maintain professional designations if applicable

Requirements

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in employee benefits or related field
• Active life & health insurance license
• 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