Insurance Placement Specialist

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: 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 opportunity to focus on collaborative relationships, variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.

About the role

This position is responsible for marketing to carriers and assisting Risk Advisors in quoting and writing new business. Insurance Placement Specialists work independently and effectively negotiate with carrier partners to write new business using time management tactics to meet deadlines. This position is responsible for the marketing and placement of new commercial business.

Responsibilities

• Write new business in a quick, timely, and accurate manner
• Collaborate with Risk Advisors to determine markets and coverages needed
• Receive marketing applications for commercial lines accounts
• Validate and update information within received applications to ensure accurate carrier submissions
• Analyze and review quotes and coverages from carriers for accuracy
• Create and distribute marketing proposals to sales staff, and bind coverage as necessary
• Proactively manage the marketing process and meet deadlines to ensure client and Risk Advisor satisfaction
• Exercise independent judgment and discretion to meet client needs
• Transition new business accounts to the Account Manager and update internal systems to reflect accounts as sold and input clear directions to the Account Manager for smooth transition
• Enter activity and other relevant information into the company's software system(s) in accordance with company procedures
• Provide support and knowledge to sales and service staff throughout the marketing process
• Understand and promote value-added services available through North Risk Partners (e.g., professional consulting, webinars/seminars, communications, tools)
• Develop and maintain strong, positive relationships with carriers and company contacts
• Attend and actively participate in agency service training meetings
• Analyze trends and advancements in the insurance industry, as well as changes to the regulatory climate for businesses and the industry overall
• Follow all federal and state regulations and best practices for avoiding errors and omissions
• Mentor new marketing team members by guiding them on marketing methods while operating in alignment with company's mission and values
• Continue professional development by pursuing and maintaining professional designations

Requirements

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 5 years in the commercial insurance space
• Previous insurance marketing and/or insurance customer service experience is required
• Holds an active property & casualty license
• Excellent oral and written communication skills
• Ability to work in a fast-paced environment
• Self-starter who takes initiative to identify problems and lead by example
• Strong attention to detail, demonstrating the ability to prioritize tasks effectively

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 coworkers
• A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers

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 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 and potential evenings/weekends for 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 may occur.

Pay

The estimated base salary range for this full-time position is $75,000 - $98,000 annually, 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.

Benefits

We offer a comprehensive benefits package, including:

• Health, dental, and vision insurance
• Short-term and long-term disability
• Life and long-term care insurance
• 401(k) plan
• Continuing professional education and development
• Volunteer time off
• Paid time off and paid holidays