Personal Lines Associate Account Manager

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

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.

Job Type

Full-time

Description

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

We are looking for a customer-focused Personal Lines Associate Account Manager who is eager to learn and serve as a point of contact for our clients. This position is focused on understanding the basics of insurance coverage and assisting in data entry and rating quotes while remaining clear of errors. This individual will collaborate with team members in managing personal accounts and assist Account Managers with daily tasks. This position requires a combination of excellent communication skills and a passion for delivering exceptional service.

Essential Responsibilities

• Prepare for the property and casualty licensing exam, and participate in Total CSR courses
• 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
• Develop relationships with partner insurance carriers and underwriting teams
• Assist in sending ID cards, handling non-complex endorsements, processing cancellations, answering billing questions, and responding to voicemails in the service inbox in a timely, accurate manner
• Remarket renters and auto policies, and generate toy quotes for clients
• Assist in greeting and handling customer walk-ins, along with drop-off payments
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Attend and participate in personal lines meetings, training, and classes
• Continue professional development; pursue and maintain licensing and designations as applicable
• Assist in greeting and handling customer walk-ins, along with drop-off payments
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Attend and participate in personal lines meetings, training, and classes
• Continue professional development; pursue and maintain licensing and designations as 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 3 years customer service experience
• Willingness to obtain an 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 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
• 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 range for this full-time position is $23.56 - $26.44 hourly, 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, 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.