Senior Commercial Lines 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.

Responsibilities

• Develop and 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
• Service commercial lines accounts as assigned in accordance with company policies, procedures, and service standards
• Collaborate with Risk Advisors and the Commercial Processing team to determine and meet client goals
• Exercise 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
• Negotiate on behalf of the Risk Advisor and communicate and educate clients on policies as needed
• Receive and process new business, renewals, and cancellations
• Support and lead change management in conjunction with leadership
• Schedule, attend, and participate in commercial lines meetings, trainings, and classes
• Develop and maintain positive and effective relationships with partner insurance carriers
• Promote value-added services available through North Risk Partners (i.e., professional consulting, webinars/seminars, communications, tools, and more)
• Strive to return phone calls, messages, and emails on the same business day
• Enter activity and other relevant information accurately into the company’s software system(s) in accordance with company procedures
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Continue professional development related to obtaining and maintaining licensing and designations as applicable
• Stay up to date on industry trends and best practices

Requirements

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 5 years in commercial insurance service
• Active property & casualty 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