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    Account Manager - Plymouth, United States - Big I Minnesota

    Big I Minnesota
    Big I Minnesota Plymouth, United States

    4 weeks ago

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    Description
    POSITION SUMMARY

    This position is responsible for developing and maintaining relationships with commercial lines and transportation accounts. Account managers work independently to advise and service client accounts.

    North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 400 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission of service - to our clients, to each other, and to our community.

    PRIMARY RESPONSIBILITIES
    • Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner.
      • Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing
    • Collaborate with risk advisors to determine and meet client goals.
    • Support risk advisors by exercising independent judgement and discretion to:
      • analyze markets for competitive pricing and develop insurance solutions for current clients,
      • analyze quotes from carriers for accuracy,
      • evaluate and prepare renewal comparisons and policy proposals,
      • present proposals as needed,
      • communicate and educate clients on policies as needed,
      • evaluate and process client requests to ensure appropriate coverage is met,
      • resolve inquiries on service problems, billing and claims to ensure client satisfaction, and
      • receive and process new business, renewals, and cancellations.
    • Experience in the Transportation Insurance Service space:
      • Long Haul Trucking
      • Bobtail Insurance
      • Large Fleet Insurance
      • Taxicab, Limousine and EMT Companies
    • Other job Responsibilities:
      • Provide excellent customer service to transportation accounts.
      • Must possess great organizational, attention to detail and multi-tasking skills. This is a fast-paced environment that is service driven with several rush requests.
      • Issue Certificates including contract review for specialized certificates
      • Manage data daily on spreadsheets including drivers lists and equipment lists
      • Gather, update and compile information for annual renewal review
    • Schedule and participate in client meetings as necessary.
    • 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, Zywave tools, and more).
    • Refer business across all departments (i.e., property and casualty, employee benefits, and personal lines).
    • Attend and actively participate in agency service training meetings.
    • 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 for avoiding errors and omissions.
    • Continue professional development; pursue and maintain professional designations if applicable.
    • Travel as necessary for client meetings.
    SECONDARY RESPONSIBILITIES
    • Perform miscellaneous projects and complete various tasks as requested by management
    JOB SPECIFICATIONS

    Education, Experience, and Certifications
    • High school degree or equivalent is required
    • Bachelor's degree preferred, but not required
    • Previous work experience in insurance or another service industry is helpful, but not required
    • Ability to obtain a property and casualty insurance license
    BEHAVIOR EXPECTATIONS
    • A role model for North Risk Partners' core values, mission, and desired culture
    • Demonstrate enthusiasm and a positive attitude
    • A self-starter who takes initiative to identify problems and lead by example
    • Effective oral and written communication skills to effectively represent North Risk Partners as an employer of choice
    • Ability to build strong, constructive relationships with a diverse range of clients, and organizational partners to discover common goals for a positive experience
    • Strong attention to detail with excellent organizational skills
    • 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 in order 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
    FACE RISK HEAD ON
    Let's move forward together

    North Risk Partners specializes in strategic insurance solutions for businesses and individuals. We are committed to helping clients face risk head-on with right-fit insurance coverage and attention to opportunities for preventing avoidable losses. For businesses, we offer programming and compliance support in the areas of HR, safety, worksite wellness and more.

    Serving our communities is an important part of who we are. From donating our time and resources, to mentoring up-and-coming professionals in the world of insurance, we are committed to seeing our communities thrive. Our size allows us to offer more choices in coverage and important risk management resources. We are one of the largest, privately-owned independent insurance brokerages in the Midwest with over 400 employees and over 30 locations. We value creating a foundation of trust in our relationships to make way for honest and challenging discussion, commitment, and accountability; and we believe developing these characteristics within ourselves, our teams, and with clients and partners leads to achieving and celebrating amazing results.

    This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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