What are the responsibilities and job description for the Commercial Lines Account Manager position at Bell Bank?
This is an in office position
If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Insurance.
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!
Location:
Fargo, ND - This is an in office position, with no potential for fully remote work. Applicants would be asked to relocate at their own expense.
Job Summary:
This position represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our customers, agents and insurance carriers with established policies and procedures.
Primary Duties:
- Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
- Review new business, renewals and endorsements to insure items are accurate as ordered.
- Respond to client inquiries, advisor and carrier requests on a timely and professional basis.
- Rate new business, or submit to company to rate. Make marketing and coverage recommendations to advisors. Enter and update prospect data and marketing activities in EPIC.
- Prepare proposals and recommendations that insure our clients and prospects understanding of coverages and reflect professional image of the agency.
- Maintain expiration lists and gather renewal information from clients, and order renewals and changes as needed following agency workflows. Prepare coverage checklists.
- Handle remarket process including preparation of documents, follow-up and proposal.
- Follow-up on outstanding items and manage open activities on a timely basis with documentation in EPIC.
- Identify cross-selling and up-sale opportunities. Refer cross-sell opportunities to producers and handle up-sale opportunities with client.
- Report new claims and monitor open claims, providing follow-up and service in accordance with agency procedures.
- Maintain up-to-date knowledge of underwriting requirements and binding authority for carriers.
- Maintain up-to-date insurance coverage and policy provision knowledge.
- Maintain expertise in agency computer systems and third party resources and computer programs.
- Maintain positive, productive relationships with carriers, producers and fellow employees.
- Assist in general office duties as requested and needed.
- Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations.
- All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
- Perform other duties as assigned.
Job Skills Required:
- Appropriate state insurance license.
- Excellent written and communication skills.
- Proficiency with computer technology.
- Ability to deal with multiple tasks and deadlines.
- Effective time management and organizational skills.
Bell Bank provides competitive compensation and an excellent benefits package.
Bell Bank
Equal Opportunity Employer