Personal Lines Account Manager — Client Success

North Risk Partners; Rochester (MN); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Paid holidays

Job summary

North Risk Partners is seeking a customer-focused Personal Lines Associate Account Manager in Minnesota to support client accounts and learn insurance basics. You will assist in data entry, rating quotes, and daily tasks with a team dedicated to service excellence.

As you develop skills, you’ll collaborate with underwriters, manage files in the agency system, and pursue licensing. This role emphasizes accuracy, strong communication, and a client-first mindset within a values-driven culture.

Qualifications

• A high school diploma or bachelor's degree and at least 3 years of customer service experience.
• Willingness to obtain an insurance license.
• Excellent oral and written communication skills.
• Strong attention to detail with organizational skills.
• Self-starter who identifies problems and takes initiative.
• Ability to work in a fast-paced environment.
• Proficiency in Microsoft Office suite.

Responsibilities

• Prepare for the property and casualty licensing exam and participate in training.
• Collaborate on a team to monitor and complete tasks across workflows.
• Maintain client files in the agency management system.
• Develop relationships with partner insurance carriers and underwriters.
• Assist with ID cards, endorsements, cancellations, billing questions, and voicemails.
• Remarket renters and auto policies and generate quotes.
• Greet customers, handle walk-ins, and collect payments.
• Follow regulations to avoid errors and omissions.
• Attend personal lines meetings and training sessions.
• Pursue licensing and designations as applicable.

Skills

Customer service

Communication skills

Attention to detail

Self-starter

MS Office

Fast-paced environment

Education

High school diploma

Bachelor's degree

Insurance license (willing to obtain)

Tools

Agency management system

CRM system

Job description

North Risk Partners is seeking a customer-focused Personal Lines Associate Account Manager in Minnesota to support client accounts and learn insurance basics. You will assist in data entry, rating quotes, and daily tasks with a team dedicated to service excellence.

As you develop skills, you’ll collaborate with underwriters, manage files in the agency system, and pursue licensing. This role emphasizes accuracy, strong communication, and a client-first mindset within a values-driven culture.