Personal Lines Associate Account Manager

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.

Requirements

• 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
• Maintain client files in the agency management system following standard company policies and procedures
• 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 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
• Perform under normal office conditions
• 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

Benefits

• Comprehensive benefits package
• 401(k) plan
• Health, dental, vision
• Short-term and long-term disability
• Life, long-term care