What are the responsibilities and job description for the Commercial Lines Account Processor position at North Risk Partners, LLC?
Description
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 425 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.
At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day and constant learning, and the tools and resources to learn and grow at work and in life.
North Risk is growing which means your career can too! #oneTEAM members receive:
- Strong company culture
- Professional Education and Licensing Paid for by North Risk
- Volunteer Time Off
- Paid Parental Leave
- PTO Donation Program
- Paid Holiday
- Work/Life Balance via Hybrid Schedule
- Professional Development
- Continuing Education
This position works on a team across all of North Risk Partners to support the Commercial Lines service team. The team works under the support and direction of the Divisional Service Leader along with support from the North Risk University Training Leads. This position will support various duties assigned by Account Managers and Commercial Lines Leaders to support the Commercial Service Account Management team. This role is designed to prepare the individual for the Account Management track, Sales track or Select Service track in the Commercial Lines of insurance.
Proficiency and the ability to complete Phase 1 responsibilities independently and accurately is required before moving into Phase 2.
PRIMARY RESPONSIBILITIES:
Phase 1:
- Monitor and process tasks in the North Risk Commercial Lines Buddy List.
- Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner.
- Accept, process, and communicate standard tasks such as, but not limited to, certificates, simple policy changes, MVR’s, audits, cancellations, and reinstatements.
- Receive new policies, prepare policy books for account managers to review, and deliver to Risk Advisors as instructed.
- Attend and participate in agency service training meetings.
- Develop positive relationships with partner insurance carriers.
- Enter client activity and other relevant information into the company’s software system(s).
- Follow all federal and state regulations, and best practices for avoiding errors and omissions.
Phase 2:
- Assist account management team by delivering quick and accurate responses to service requests in a caring and friendly manner.
- Receive, process, and manage incoming requests delegated by account managers, risk advisors, and insureds.
- Accept, process, and communicate complex tasks such as, but not limited to, certificates, evidences, policy changes, proposal building, audits, cancellations, and reinstatements.
- Review certificate contract and communicate with carriers and account managers with necessary policy updates to execute certificate.
- Support processing tasks in the Commercial Lines Buddy List.
- Attend and actively participate in agency service training meetings.
- Develop positive relationships with partners insurance carriers.
- Enter client activity and other relevant information into the company’s software system(s).
- Follow all federal and state regulations, and best practices for avoiding errors and omissions.
SECONDARY RESPONSIBILITIES:
- Perform miscellaneous projects and complete various tasks as requested by management.
- Attention to detail and organization is required.
- The ability to work within a team across divisions virtually will be required.
- Attend and actively participate in scheduled Coverage Training classes.
Requirements
JOB SPECIFICATIONS:
Education, Experience, and Certifications
- High School degree or equivalent 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 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