What are the responsibilities and job description for the Personal Lines Account Processor position at North Risk Partners, LLC?
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' #oneTEAM is fast-growing and 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.
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 under the support and the direction of the account management team and risk advisors, processing day-to-day service requests associated with personal lines accounts, including homeowners, auto, personal umbrella, boat, and recreational vehicle insurance. Some service staff may also be involved in servicing farm, health, and other coverages, depending on the individual office/agency's needs.
PRIMARY RESPONSIBILITIES:
- Assist personal lines team by delivering quick and accurate responses to service requests in a caring and friendly manner.
- Receive, process, and manage incoming requests delegated as directed.
- Accept, process, and communicate standard tasks such as, but not limited to, issue ID cards, evidences, simple policy changes, presentations, cancellations, reinstatements, and requotes.
- Process in-coming mail; including issue payments, mailing policies, and underwriting requests.
- Run reports for Risk Advisors.
- 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.
SECONDARY RESPONSIBILITIES:
- Perform miscellaneous projects and complete various tasks as requested by management.
Requirements
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 an 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.
