Teams at North Risk Partners

Build and grow the employee benefits insurance client base by prospecting, generating appointments, converting prospects, advising clients, and meeting sales pipeline goals. The role involves developing client and carrier relationships, identifying insurance solutions, cross-selling services, maintaining sales records, collecting overdue balances, complying with regulations, pursuing professional development, and traveling to client meetings and company locations.

Manage employee benefits client accounts as the primary service contact, answering coverage, claims, billing, and plan-change questions. Support risk advisors by analyzing markets, carrier quotes, policy contracts, renewals, and proposals; coordinating implementations; resolving service issues; and marketing new or renewal business. Maintain accurate agency-system records, participate in client meetings and training, follow regulatory requirements, and develop client relationships while supporting cross-department referrals.

Build and grow a personal insurance client base by prospecting, scheduling appointments, converting prospects, advising clients on coverage needs, and maintaining relationships. The role requires meeting sales and pipeline goals, cross-selling services, collaborating with carrier partners, maintaining accurate activity records, following insurance regulations, pursuing professional development, and traveling to client meetings and company locations as needed.