Personal Lines Account Manager

JOB SUMMARY

We are looking for a proactive and experienced Personal Lines Account Manager to serve as the primary point of contact for our clients. This position includes supporting the sales team in evaluating and managing personal accounts, while also taking ownership of client relationships and handling multiple accounts with growing independence and responsibility.

ESSENTIAL RESPONSIBILITIES

• Maintain an active property and casualty insurance license
• Work collaboratively on a team to monitor and complete tasks in different workflows including, but not limited to: shared email inboxes, phone ring groups, and the agency documentation system
• Maintain client files in the agency management system following standard company policies and procedures, ensuring #oneTEAM’s mission of service
• Maintain positive relationships with partner insurance carriers and underwriting teams
• Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner
• Process policy changes including mortgage changes, auto and property additions and deletions, address changes, and more
• Handle all cancellations with care, with adherence to E&O guidelines
• Answer questions regarding all lines of coverage, and assist with plan and/or carrier changes, claims, and billing
• Review policies for correct coverage, soliciting rewrite quotes when necessary
• Communicate and educate clients on policies as needed
• 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
• Receive and process new business, renewals, and cancellations

QUALIFICATIONS (Knowledge, Skills, & Abilities)

• A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 5 years in personal insurance service
• Active insurance license
• Demonstrated success in customer service
• Excellent oral and written communication skills
• Strong attention to detail with organizational skills, demonstrating ability to prioritize tasks effectively
• Self-starter who takes initiative to identify problems and lead by example
• Ability to work in a fast-paced environment
• 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
• 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, 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.

COMPENSATION AND BENEFITS

• The estimated base salary range for this full-time position is $48,000 - $67,000 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. #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.