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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
We're seeking an interim Learning & Development Specialist for a 4 to 6 month special assignment. It is required that this person work out of the Plymouth office and have the ability to travel to other office locations regionally as needed. We're seeking an individual with a strong background in sales onboarding and coaching, as this role will play a critical part in ensuring continuity of our sales training programs and supporting new team members during the onboarding process.
ESSENTIAL RESPONSIBILITES
* Deliver engaging sales onboarding programs for new hires, ensuring alignment with organizational goals and sales processes
* Provide coaching and ongoing development for sales team members to enhance performance and confidence.
* Collaborate with sales leadership to identify training needs and tailor content accordingly.
* Utilize Articulate 360 and Reach 360 to design, update, and deliver interactive learning modules.
* Maintain a consistent presence onsite in Plymouth or Mendota Heights, with flexibility for occasional travel to locations in MN, IA, SD and NE.
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* Proven experience in sales onboarding and training, including coaching for performance.
* Excellent communication and facilitation skills
* Ability to engage learners through both in-person and virtual training methods.
* Strong familiarity with L&D Technology with preference of Articulate 360/Reach 360 for content development and delivery.
* Willingness to travel regionally as needed.
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 and potential evenings/weekends for 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 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 hourly rate for this temporary position is $35.00 - $45.00, excluding 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.
$35-45 hourly 13d ago
Looking for a job?
Let Zippia find it for you.
Senior Employee Benefits Account Manager
North Risk Partners 3.5
North Risk Partners job in Plymouth, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
We are looking for a proactive and customer-focused, experienced Senior Employee Benefits Account Manager to serve as the primary point of contact for our large group clients. This position is responsible for supporting the sales team with the evaluation and management of employee benefits accounts and providing quality service to our clients. The Senior Employee Benefits Account Manager position requires a combination of strategic thinking, excellent communication skills, and a passion for delivering exceptional service. This position provides a fantastic opportunity for growth and the ability to impact the direction of the company through changes in processes and procedures, efficiencies, and strategic initiatives.
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
Collaborate with Risk Advisors to determine and meet client goals
Support Risk Advisors by exercising independent judgment and discretion to:
Analyze markets for competitive pricing and develop insurance solutions for current clients
Analyze and offer guidance on alternatives and strategies
Analyze quotes from carriers for accuracy
Review policy contracts to be certain information and coverages are accurate
Evaluate and prepare renewal comparisons and policy proposals
Present, communicate, and educate clients on policy changes as needed
Resolve inquiries on service problems to ensure client satisfaction
Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary
Market new or renewal business when necessary
Review and analyze client claims data for determining future plan design and pricing for both fully insured and self-funded plans
Schedule and participate in client meetings as necessary
Study trends and advancements in the employee benefits field, as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
Develop and maintain positive and effective relationships with partner insurance carriers
Promote value-added services available through North Risk Partners (i.e., professional counseling, webinars/seminars, communications, tools, and more)
Refer business across all departments (i.e. property and casualty, and personal lines)
Enter activity and other relevant information accurately 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; obtain and maintain licensing and designations
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
A combination of education and experience generally attained through a high school degree, bachelor's degree, and a great deal of insurance experience in employee benefits service
Strong experience with working with large groups
Active life & health insurance license
Excellent oral and written communication skills
Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
Self-starter who takes initiative to identify problems and lead by example
Ability to work in a fast-paced environment
Knowledge of AMS360 and ImageRight are a plus, but not required
Proficiency in CRM software and Microsoft Office suite
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 and potential evenings/weekends for 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 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 $70,000 - $85,000 annually, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$70k-85k yearly 60d+ ago
Account Executive - The Gottsacker Agency
Goosehead Insurance Agency 3.7
Stillwater, MN job
About Goosehead
In 2012, we began franchising our business model. This role is for one of our successful franchise partners.
The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.
Principal Duties and Responsibilities
The primary responsibility of an Account Executive is to build a book of business through:
Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The first year's earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President's Club trip.
Experience and Education
Passing the state licensing exam, once hired
Legally authorized to work in the United States
Required Skills and Abilities
Exceptional written and verbal communication
Experience in a fast-paced work environment
B2B or B2C sales experience or related college major
Competitive attitude
Networking abilities
Entrepreneurial spirit
Problem-solving mentality
Self-motivated, hands on, self-starter mindset that can do the work
Strong time management
Strong attention to detail and organization
Benefits Summary
High quality voluntary health, vision, dental insurance programs
Paid holidays, vacation, and sick leave
Benefit offerings vary per agency*
This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner's franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
$53k-90k yearly Auto-Apply 12d ago
Select Service Account Advisor
North Risk Partners 3.5
North Risk Partners job in Plymouth, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$50k-60k yearly 60d+ ago
Senior Commercial Lines Account Manager
North Risk Partners 3.5
North Risk Partners job in Saint Cloud, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
We are looking for a proactive and customer-focused Senior Commercial Lines Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of commercial accounts and providing quality service to our clients. The Senior Commercial Lines Account Manager position requires a combination of strategic thinking, excellent communication skills, and a passion for delivering exceptional service. This position provides a fantastic opportunity for growth and the ability to impact the direction of the company through changes in processes and procedures, efficiencies, and strategic initiatives.
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
* Service commercial lines accounts as assigned in accordance with company policies, procedures, and service standards
* Collaborate with Risk Advisors and the Commercial Processing team to determine and meet client goals
* Support Risk Advisors by exercising independent judgment and discretion to:
* Analyze markets for competitive pricing and develop insurance solutions for current clients
* Review carrier quotes, look for gaps in coverage, prepare proposals, and maintain client applications
* Analyze quotes and work with underwriters to negotiate on behalf of the Risk Advisor
* Communicate and educate clients on policies as needed
* Receive and process new business, renewals, and cancellations
* Support and lead change management in conjunction with leadership
* Manage large volumes of account support items regularly
* Schedule, attend, and participate in commercial lines meetings, trainings, and classes
* 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, tools, and more)
* Strive to return phone calls, messages, and emails on the same business day
* Enter activity and other relevant information accurately 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 related to obtaining and maintaining licensing and designations as applicable
* Stay up to date on industry trends and best practices
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 5 years in commercial insurance service
* Active property & casualty insurance license
* Excellent oral and written communication skills
* Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
* Self-starter who takes initiative to identify problems and lead by example
* Ability to work in a fast-paced environment
* Knowledge of AMS360 and ImageRight are a plus, but not required
* Proficiency in CRM software and Microsoft Office suite
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 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 $70,000 - $90,000 annually, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$70k-90k yearly 60d+ ago
Claims Administrator
North Risk Partners 3.5
North Risk Partners job in Mendota Heights, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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 Claims Administrator will serve as a property and casualty claims advocate on behalf of North Risk's clients. This position works closely with Risk Advisors across the company. The Claims Administrator will resolve issues for clients by developing trusted relationships and serving as an expert advocate.
ESSENTIAL RESPONSIBILITES
Provide service, expertise, and guidance to insured(s) and claimant(s) with a planned approach for prompt, fair handling of property and casualty claims.
Aid on claim denials and reservation of rights to ensure coverage is applied appropriately.
Develop action plans on high exposure claims.
Work on accounts that receive additional services.
Monitor specific claims with a goal to insure reserve and claims handling accuracy.
Work with insurance adjusters to obtain the best claim resolution. Challenging in a respectful way.
Coordinate and conduct claim review meetings.
Set priorities and manage workflow to ensure efficient, timely, and accurate product by utilizing the company's software system(s).
Collaborate with Risk Advisors to identify claim issues, potential solutions, strategies, and services for clients.
Prepare and analyze loss history, experience modifications, and claims reports to identify loss trends with the goal of reducing the cost of risk.
Mentor Associate Claims Administrators.
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 5 years in property & casualty insurance
Active property & casualty insurance license
Excellent oral and written communication skills
Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
Thorough knowledge of commercial insurance coverage and claims processes
Ability to work in a fast-paced environment
Maintain internal and external relationships with professionalism
Proficiency in CRM software and Microsoft Office suite
Knowledge of ModMaster and basic concepts
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 and potential evenings/weekends for 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 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 $69,000 - $86,000 annually, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$69k-86k yearly 59d ago
Benefits Platform Coordinator
North Risk Partners 3.5
North Risk Partners job in Plymouth, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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 Benefits Platform Coordinator supports North Risk Partners' internal Employee Benefits team by coordinating and assisting with client-facing technology solutions. This role plays a key part in supporting processes to maintain client portals for both new and existing clients. Key responsibilities include supporting the setup and maintenance of client portals, assisting with renewals and open enrollment, and collaborating with internal team members to ensure accuracy and timely resolution of issues.
ESSENTIAL RESPONSIBILITES
Support North Risk's ENET team and internal Employee Benefits team for existing and future client benefit platform enrollments, including but not limited to:
Building benefit portals for new clients
Updating and maintaining forms for compliance and consistency
Updating and maintaining plan rates for various carriers
Initiating and updating client information based on renewal data
Processing updates and client change requests
Intiaiting and updating data integration feeds to carrier and vendor partners
Maintain regular communication with platform contacts and Account Managers to ensure data accuracy
Assist with training internal Employee Benefits team on platform basics for backup and assistance in client changes, or building client portals as needed
Work with new clients on utilization of platforms and programs
Perform miscellaneous projects and complete various tasks as requested by management
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
Working knowledge of standard technology, including core Microsoft Office products: Outlook, Excel, Word, PowerPoint required
Demonstrated strong analytical and problem-solving skills, with the ability to interpret complex data and communicate it to the end user effectively
Ability to work independently and on a team both in-person and virtually
Ability to obtain & maintain a life and health insurance license within 6 months of hire
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 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 range for this full-time position is $24.04 - $26.92 hourly, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$24-26.9 hourly 20d ago
Sr. Account Manager & Department Supervisor
North Risk Partners 3.5
North Risk Partners job in Minnesota
This position is responsible for developing and maintaining relationships with personal lines clients in conjunction with the producing risk advisor. Personal lines account often include coverages such as 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. Senior account managers work independently to advise and service complex 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, each other, and our community.
*This position can be based in our Plymouth, MN location or our Mendota Heights, MN location
PRIMARY RESPONSIBILITIESLeader:
Work closely with other department leaders across the company to determine standards for service team.
Execute alignment and communication for company strategy, goals, training, and ongoing education for team members.
Work closely with account managers to carry out efficient processes and procedures to ensure excellent service to North Risk Partners clients.
Assist in employee development, including mentorship, training, performance reviews, and disciplinary action as needed.
Work with Employee Relations department to execute employee onboarding and training.
Provide industry updates, advancements, and trends for team members to stay abreast and keep knowledge current.
Administrative duties including:
Approve timesheets and PTO requests,
Approve monthly expense reports,
Work with the Employee Relations department on employee onboarding, compliance, paperwork, etc., and
Participate in hiring process by interviewing candidate.
Account Manager:
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 advisor to determine and meet client goals.
Exercise independent judgement and discretion to meet client needs by:
communicate and educate clients on policy changes as needed,
evaluate and process client requests for to ensure appropriate coverage is met, and
resolve inquiries on service problems, billing and claims to ensure client satisfaction.
Schedule and participate in client meetings as necessary.
Study trends and advancements in the insurance and finance industries, as well as changes to the regulatory climate to keep knowledge current and plan strategically.
Develop and maintain positive and effective 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 for avoiding errors and omissions.
Mentor new employees by guiding them on North Risk Partners' service methods and mission.
Attend and actively participate in agency service training meetings.
Continue professional development; pursue and maintain professional designations if applicable.
Travel as necessary for company or training events.
SECONDARY RESPONSIBILITIES
Perform miscellaneous projects and complete various tasks as requested by management.
JOB SPECIFICATIONS
Education, Experience, and Certifications
High school degree or equivalent required
Bachelor's degree preferred, but not required
Extensive years of insurance experience is required
Ability to maintain property and casualty insurance license is required
Professional insurance designation (i.e., CIC or CISR) preferred, but not required
BEHAVIOR EXPECTATIONS
A role model for North Risk Partners' core values, mission, and desired culture
Demonstrate enthusiasm, positive attitude, and a strong understanding of the fundamentals of customer service
A self-starter who takes initiative to identify problems and lead by example
Excellent oral and written communication skills
Strong attention to detail with a strong ability to plan and organize accordingly
Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
A professional who collaborates and demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners and is a team player who works well with others
Ability to analyze and solve problems
Able to work independently with minimal supervision in a fast-paced environment
A role model for North Risk Partners' core values, mission and desired culture
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 at 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.
$63k-80k yearly est. Auto-Apply 60d+ ago
Accounting Specialist
North Risk Partners 3.5
North Risk Partners job in Saint Cloud, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
We are seeking a detail-oriented and experienced Accounting Specialist to join our team who will be responsible for executing departmental policies, procedures, and general accounting functions to ensure compliance with Generally Accepted Accounting Principles ("GAAP"). You will play a major role in assisting senior Accounting Specialists and the Controller with day-to-day, month end and year end tasks and procedures. This is a great opportunity for an individual to not only build their career, but to help contribute to the growth and development of a growing agency.
ESSENTIAL RESPONSIBILITES
* Support Account Managers with client balances, preparing journal entries, maintaining balance sheet schedules and ledgers
* Process company disbursements and actively oversee banking transactions
* Perform month-end and year-end closings and account analysis following tight deadlines
* Complete state and federal filings, and prepare for audit processes, including sales & use tax returns
* Enter loan payments and note receivables into accounting system and maintain loan amortization schedules
* Maintain depreciation and amortization schedules and record monthly entries
* Review and approve ACH exceptions
* Implement internal financial controls and procedures
* Receive, approve, code, and investigate client accounts payable invoices
* Assist with tax research and corresponding state tax questions
* Compile and prepare appropriate schedules, statements, and reports of a complex nature as requested
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* A combination of education and experience generally attained through a bachelor's degree in Accounting, and a minimum of 2 years of accounting work experience
* Strong understanding of accounting principles and regulations (GAAP)
* Demonstrated success in customer service
* Demonstrated excellent verbal, interpersonal, and communication skills
* Strong attention to detail with ability to work in a fast-paced environment
* Ability to work independently and as part of a team
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 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 $60,000 - $70,000 annually, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$60k-70k yearly 50d ago
Employee Benefits Insurance Sales - Risk Advisor
North Risk Partners 3.5
North Risk Partners job in Plymouth, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
North Risk's Employee Benefits #one TEAM is currently seeking a driven and enthusiastic Risk Advisor. This position will build business by identifying prospects, converting prospects to clients and maintaining relationships with existing clients. Risk Advisors are required to generate new business to meet minimum sales goals established by North Risk Partners.
ESSENTIAL RESPONSIBILITIES
Prospect and generate new business appointments
Analyze and develop solutions for prospective and current client business insurance needs
Develop strong relationships with clients through advising and offering all value-added services available through North Risk Partners
Sell/refer business across all departments (i.e., property and casualty, employee benefits and personal lines)
Study trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
Attend and actively participate in agency sales training meetings
Develop and maintain positive relationships with partner insurance carriers
Continuously fill the sales pipeline and meet monthly goals associated with the pipeline
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
Collect overdue account receivable balances from customers. See company policy
Continue professional development; pursue and maintain professional designations if applicable
Travel as necessary to meet client needs
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 3 years in a sales role
Ability to obtain & maintain a life & health license
Commission based sales experience is helpful, but not required
Demonstrated experience with prospecting and proactive outreach
Experience with building new relationships and maintaining existing ones
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 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 - $80,000 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$50k-80k yearly 60d+ ago
Commercial Lines Account Processor
North Risk Partners 3.5
North Risk Partners job in Saint Cloud, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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 Commercial Lines Account Processor 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 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.
ESSENTIAL RESPONSIBILITES
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
* Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
* Ability to obtain & maintain a property & casualty license
* Detail-oriented and time management skills are required
* Ability to work independently and on a team both in-person and virtually
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 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 range for this full-time position is $21.63 - $25.48 hourly, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$21.6-25.5 hourly 60d+ ago
Benefits Platform Coordinator
North Risk Partners 3.5
North Risk Partners job in Plymouth, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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 Benefits Platform Coordinator supports North Risk Partners' internal Employee Benefits team by coordinating and assisting with client-facing technology solutions. This role plays a key part in supporting processes to maintain client portals for both new and existing clients. Key responsibilities include supporting the setup and maintenance of client portals, assisting with renewals and open enrollment, and collaborating with internal team members to ensure accuracy and timely resolution of issues.
ESSENTIAL RESPONSIBILITES
* Support North Risk's ENET team and internal Employee Benefits team for existing and future client benefit platform enrollments, including but not limited to:
* Building benefit portals for new clients
* Updating and maintaining forms for compliance and consistency
* Updating and maintaining plan rates for various carriers
* Initiating and updating client information based on renewal data
* Processing updates and client change requests
* Intiaiting and updating data integration feeds to carrier and vendor partners
* Maintain regular communication with platform contacts and Account Managers to ensure data accuracy
* Assist with training internal Employee Benefits team on platform basics for backup and assistance in client changes, or building client portals as needed
* Work with new clients on utilization of platforms and programs
* Perform miscellaneous projects and complete various tasks as requested by management
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
* Working knowledge of standard technology, including core Microsoft Office products: Outlook, Excel, Word, PowerPoint required
* Demonstrated strong analytical and problem-solving skills, with the ability to interpret complex data and communicate it to the end user effectively
* Ability to work independently and on a team both in-person and virtually
* Ability to obtain & maintain a life and health insurance license within 6 months of hire
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 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 range for this full-time position is $24.04 - $26.92 hourly, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$24-26.9 hourly 21d ago
Employee Benefits Account Manager
North Risk Partners 3.5
North Risk Partners job in Mendota Heights, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
We are looking for a proactive and customer-focused Employee Benefits Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of employee benefits accounts and providing quality service to our clients.
ESSENTIAL RESPONSIBILITES
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 judgment and discretion to:
Analyze markets for competitive pricing and develop insurance solutions for current clients
Analyze quotes from carriers for accuracy
Review policy contracts to be certain information and coverages are accurate
Evaluate and prepare renewal comparisons and policy proposals
Resolve inquiries on service problems to ensure client satisfaction
Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary
Market new or renewal business with guidance from the risk advisor when necessary
Participate in client meetings as necessary
Refer business across all departments (i.e., property & casualty and personal lines)
Attend and actively participate in agency service training meetings
Enter activity and other relevant information into agency management systems and other software tools according to 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
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 3 years in employee benefits or related field
Active life & health insurance license
Excellent oral and written communication skills
Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
Self-starter who takes initiative to identify problems and lead by example
Ability to work in a fast-paced environment
Knowledge of AMS360 and ImageRight are a plus, but not required
Proficiency in CRM software and Microsoft Office suite
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 and potential evenings/weekends for 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 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 $55,000 - $72,000 annually, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$55k-72k yearly 60d+ ago
Account Executive - The Hanratty Agency
Goosehead Insurance 3.7
Eden Prairie, MN job
About Goosehead
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we're more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners.
Job Summary
The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.
Principal Duties and Responsibilities
The primary responsibility of an Account Executive is to build a book of business through:
Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The first year's earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President's Club trip.
Experience and Education
Passing the state licensing exam, once hired
Legally authorized to work in the United States
Required Skills and Abilities
Exceptional written and verbal communication
Experience in a fast-paced work environment
B2B or B2C sales experience or related college major
Competitive attitude
Networking abilities
Entrepreneurial spirit
Problem-solving mentality
Self-motivated, hands on, self-starter mindset that can do the work
Strong time management
Strong attention to detail and organization
Benefits Summary
High quality voluntary health, vision, dental insurance programs
Paid holidays, vacation, and sick leave
Benefit offerings vary per agency*
This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner's franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
$53k-90k yearly Auto-Apply 60d+ ago
Select Service Account Advisor
North Risk Partners 3.5
North Risk Partners job in Rochester, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$50k-60k yearly 60d+ ago
Account Manager
North Risk Partners 3.5
North Risk Partners job in Mankato, MN
This position is responsible for developing and maintaining relationships 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. 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 with support from the risk advisor and account management team.
Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing
Collaborate with risk advisor to determine and meet client goals.
Support risk advisor by exercising independent judgement and discretion to:
communicate and educate clients on policies as needed,
evaluate and process client requests to ensure appropriate coverage is met, and
resolve inquiries on service problems, billing and claims to ensure client satisfaction.
Schedule and participate in client meetings as necessary.
Develop and maintain positive and effective relationships with partner insurance carriers.
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 company or training events.
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 insurance experience in personal lines
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.
$51k-76k yearly est. Auto-Apply 60d+ ago
Commercial Insurance Sales - Risk Advisor
North Risk Partners 3.5
North Risk Partners job in Plymouth, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
North Risk's Commercial Lines #one TEAM is currently seeking a driven and enthusiastic Risk Advisor. This position will build business by identifying prospects, converting prospects to clients and maintaining relationships with existing clients. Risk Advisors are required to generate new business to meet minimum sales goals established by North Risk Partners.
ESSENTIAL RESPONSIBILITIES
Prospect and generate new business appointments
Analyze and develop solutions for prospective and current client business insurance needs
Develop strong relationships with clients through advising and offering all value-added services available through North Risk Partners
Sell/refer business across all departments (i.e., property and casualty, employee benefits and personal lines)
Study trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
Attend and actively participate in agency sales training meetings
Develop and maintain positive relationships with partner insurance carriers
Continuously fill the sales pipeline and meet monthly goals associated with the pipeline
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
Collect overdue account receivable balances from customers. See company policy
Continue professional development; pursue and maintain professional designations if applicable
Travel as necessary to meet client needs
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 3 years in a sales role
Ability to obtain & maintain a property & casualty license
Commission based sales experience is helpful, but not required
Demonstrated experience with prospecting and proactive outreach
Experience with building new relationships and maintaining existing ones
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 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 - $80,000 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$50k-80k yearly 60d+ ago
Accounting Specialist
North Risk Partners 3.5
North Risk Partners job in Rochester, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
We are seeking a detail-oriented and experienced Accounting Specialist to join our team who will be responsible for executing departmental policies, procedures, and general accounting functions to ensure compliance with Generally Accepted Accounting Principles ("GAAP"). You will play a major role in assisting senior Accounting Specialists and the Controller with day-to-day, month end and year end tasks and procedures. This is a great opportunity for an individual to not only build their career, but to help contribute to the growth and development of a growing agency.
ESSENTIAL RESPONSIBILITES
* Support Account Managers with client balances, preparing journal entries, maintaining balance sheet schedules and ledgers
* Process company disbursements and actively oversee banking transactions
* Perform month-end and year-end closings and account analysis following tight deadlines
* Complete state and federal filings, and prepare for audit processes, including sales & use tax returns
* Enter loan payments and note receivables into accounting system and maintain loan amortization schedules
* Maintain depreciation and amortization schedules and record monthly entries
* Review and approve ACH exceptions
* Implement internal financial controls and procedures
* Receive, approve, code, and investigate client accounts payable invoices
* Assist with tax research and corresponding state tax questions
* Compile and prepare appropriate schedules, statements, and reports of a complex nature as requested
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* A combination of education and experience generally attained through a bachelor's degree in Accounting, and a minimum of 2 years of accounting work experience
* Strong understanding of accounting principles and regulations (GAAP)
* Demonstrated success in customer service
* Demonstrated excellent verbal, interpersonal, and communication skills
* Strong attention to detail with ability to work in a fast-paced environment
* Ability to work independently and as part of a team
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 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 $60,000 - $70,000 annually, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$60k-70k yearly 50d ago
Personal Lines Associate Account Manager
North Risk Partners 3.5
North Risk Partners job in Plymouth, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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
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. This individual will collaborate with team members in managing personal accounts and assist Account Managers with daily tasks. This position requires a combination of excellent communication skills and a passion for delivering exceptional service.
ESSENTIAL RESPONSIBILITES
* 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 including, but not limited to: shared email inboxes, phone ring groups, and the agency documentation system
* Maintain client files in the agency management system following standard company policies and procedures, ensuring #one TEAM's mission of service
* 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 the service inbox 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
* 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
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 3 years customer service experience
* Willingness to obtain an insurance license
* Demonstrated success in customer service
* Excellent oral and written communication skills
* Strong attention to detail with organizational skills, demonstrating ability to prioritize tasks effectively
* Self-starter who takes initiative to identify problems and lead by example
* Ability to work in a fast-paced environment
* Proficiency in Microsoft Office suite
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 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 range for this full-time position is $23.56 - $26.44 hourly, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
$23.6-26.4 hourly 60d+ ago
Commercial Lines Account Processor
North Risk Partners 3.5
North Risk Partners job in Rochester, MN
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 #one TEAM lives out #one MISSION: 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 #one TEAM 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 Commercial Lines Account Processor 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 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.
ESSENTIAL RESPONSIBILITES
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
* Attend and actively participate in scheduled Coverage Training classes
Requirements
QUALIFICATIONS (Knowledge, Skills, & Abilities)
* A combination of education and experience generally attained through a high school degree, bachelor's degree, and work experience in insurance or another service industry
* Ability to obtain & maintain a property & casualty license
* Detail-oriented and time management skills are required
* Ability to work independently and on a team both in-person and virtually
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 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 range for this full-time position is $21.63 - $25.48 hourly, plus 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. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
Zippia gives an in-depth look into the details of North Risk Partners, including salaries, political affiliations, employee data, and more, in order to inform job seekers about North Risk Partners. The employee data is based on information from people who have self-reported their past or current employments at North Risk Partners. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by North Risk Partners. The data presented on this page does not represent the view of North Risk Partners and its employees or that of Zippia.
North Risk Partners may also be known as or be related to North Risk Partners and Risk North Partners LLC.