What are the responsibilities and job description for the Commercial Lines Account Assistant position at Bell Bank?
Bell’s Values:
As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:
- Promoting and sustaining our family atmosphere.
- Providing unequaled personal service to each and every customer.
- “Paying it forward” by giving back to the communities we serve.
Our Bottom Line:
Happy Employees! Happy Customers!
Job Summary:
This position works with the agency Account Managers and agents to provide internal support through processing and documentation in EPIC through established workflows and procedures.
Primary Duties:
- Process change endorsements, audits, renewals and new policies, checking for accuracy.
- Prepare letters for AM or agent signatures.
- Process requests for certificates of insurance within 24 hours of request.
- Invoice agency bill transactions.
- Maintain all client activity and suspense items in EPIC.
- Prepare ID cards, certificates, evidence of property, binders.
- Communicate with insurance carriers as needed.
- Prioritize workload and/or request assistance as required.
- Problem solve as many as possible prior to seeking Account Manager assistance.
- Seek advice from Account Managers when problems arise with accounts.
- Keep current on rates, forms and coverage changes.
- Maintain required licenses.
- Follow agency workflows.
- Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
- Know, understand, and live the company values and bottom line.
- Perform other duties as required or assigned.
Job Skills Required:
- Proficient computer skills, working knowledge of Microsoft Office products, and strong date entry skills.
- Ability to handle multiple tasks and set priorities.
- Property and Casualty insurance experience highly desired.
- Insurance license, or work to obtain insurance license.
Bell Bank provides competitive compensation and an excellent benefits package.
Bell Bank
Equal Opportunity Employer
Salary : $37,100 - $47,000