Commercial Lines Small Business Account Manager

North Risk Partners; Rochester (MN); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid holidays

Job summary

North Risk Partners is seeking a driven Select Service Account Manager to serve as the primary contact for small business clients, delivering advice, personalized service, and timely assistance to meet insurance needs.

You will work with fellow Account Managers to ensure consistent processes and collaborate on carrier relationships while handling inquiries, changes, and billing with professionalism in a fast-paced environment.

Qualifications

• Proven ability to build and maintain relationships with small business clients.
• Strong written and verbal communication skills for advising clients and carriers.
• Familiarity with commercial insurance products and processes.

Responsibilities

• Develop and maintain relationships with small business clients and provide timely service.
• Assist with plan and carrier changes, claims, and billing as a trusted insurance professional.
• Collaborate with other Account Managers to ensure consistent processes across regions.
• Monitor and manage Select Service task lists to ensure quick and accurate completion.
• Develop insurance solutions tailored to client needs and stay abreast of regulatory changes.

Skills

Communication skills

Attention to detail

Fast-paced environment adaptability

Insurance knowledge

Client relationship management

Education

High school diploma

Bachelor’s degree

Job description

Job Type

Full-time

WHY NORTH RISK PARTNERS

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 30 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

North Risk's Select Service #oneTEAM is currently seeking a driven and experienced Account Manager. As a Select Service Account Manager, you will be responsible for providing exceptional service and managing small business accounts ensuring clients insurance needs are met. You will serve as a primary point of contact for clients providing advice, personalized service, and timely assistance.

Essential Responsibilities

• Develop and maintain strong relationships with small business clients through understanding, advising, and providing correspondence in a quick and accurate manner
• Act as a trusted insurance professional, answering questions and assisting with plan and/or carrier changes, claims, and billing
• Collaborate with other Account Managers to ensure consistency of processes and procedures across all regions
• Monitor and maintain the Select Service task list in collaboration with the other Account Managers to ensure completion in a quick and accurate manner
• Analyze and develop small business insurance solutions to mitigate risks effectively based on client needs
• Stay informed on trends, advancements, and changes to the regulatory climate for business and the insurance industry
• Attend and actively participate in team, department, and business line meetings
• Develop and maintain positive relationships with partner insurance carriers
• Enter activity and other relevant information into the company's software system(s) in accordance with company procedures
• Follow all federal and state regulations, and best practices regarding errors and omissions
• Collect overdue account receivable balances from customers in accordance with company policy
• Continue professional development; pursue and maintain professional designations if applicable

QUALIFICATIONS (Knowledge, Skills, & Abilities)

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 2 years in the commercial insurance industry
• Active property & casualty insurance license, or willing to obtain one
• Understanding of small business insurance products
• Excellent oral and written communication skills
• Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
• Ability to work in a fast-paced environment

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 and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee.

This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.

Compensation And Benefits

The estimated base salary range for this full-time position is $52,000 - $70,000 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. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

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, and paid holidays.