North Risk Partners

Select Service Account Advisor

Mendota Heights, MN, US

$60k/year
13 days ago
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Summary

Job Type

Full-time

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.

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

The Select Service Account Advisor is responsible for selling and providing service to new and existing small business commercial accounts. This role will also be responsible for servicing any inherited commercial accounts. This position provides a fantastic opportunity for growth, and develop strong relationships with clients.

Essential Responsibilites

  • 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
  • Analyze and develop new small business insurance solutions for prospective and current clients based on their needs
  • Sell or refer business across all departments (i.e. property & casualty, employee benefits, and personal lines)
  • Attend and actively participate in agency sales training meetings
  • Exercise independent judgment and discretion when:
    • Evaluating and processing client requests to ensure appropriate coverage is met
    • Analyzing quotes from carriers for accuracy
    • Writing and developing new business
  • 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

Requirements

QUALIFICATIONS (Knowledge, Skills, & Abilities)

  • A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 4 years in commercial insurance service
  • Active property & casualty insurance license
  • Previous insurance marketing and/or insurance customer service experience is preferred
  • Self-starter who is able to work independently with guidance from other Account Advisors
  • Well organized and able to manage tasks efficiently
  • Strong communication skills, both written (email) and verbal (phone)
  • Proficient in using online rating systems and other sales software
  • Ability to demonstrate strong analytical and problem-solving skills

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 $50,000 - $60,000 annually, plus commission and 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, paid holidays, and hybrid work opportunities.

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