Employee Benefits Account Manager

Bell Insurance Brokers Ltd.; Fargo (ND); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare

Employee Stock Ownership Program

401(k) & Profit Sharing

Job summary

Bell Bank is hiring for a client services/benefits specialist in Fargo, ND. You will enter policy data into EPIC, prepare coverages proposals, and manage RFPs while reviewing carrier documents for accuracy and responding to client inquiries.

The role requires a bachelor’s degree in business/insurance/HR, 2–4 years in employee benefits or related client service, and an active Life, Accident, and Health license or ability to obtain it.

Qualifications

• Bachelor’s degree in business, insurance, HR, or related field; or equivalent experience.
• 2–4 years of employee benefits, insurance brokerage, account management, or related client service experience.
• Active Life, Accident, and Health Insurance License required, or ability to obtain within a specified timeframe.

Responsibilities

• Enter and maintain accurate policy information in EPIC for client servicing and documentation.
• Prepare proposals and recommendations to ensure clients understand coverages.
• Manage RFP process including preparation of documents, follow-up and presentation.
• Review contracts, benefit plan summaries, rates, and other carrier documents for accuracy.
• Respond to client inquiries, advisor, and carrier requests promptly and professionally.
• Maintain expiration lists and gather renewal information from carriers.
• Assist in Open Enrollment preparation including updating guides, resources and communications.
• Prepare data for annual compliance audits to be presented by Account Executive or Benefit Advisor.
• Maintain expertise in agency systems, third-party resources and programs.
• Foster positive relationships with carriers, producers and colleagues.

Skills

Time management

Insurance knowledge

Follow-up skills

Written & verbal communication

Excel & PowerPoint

Education

Bachelor’s Degree in business/insurance/HR

Tools

Microsoft Excel

PowerPoint

Job description

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.

Responsibilities

• Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
• Prepare proposals and recommendations that ensure our clients and prospects understand the coverages being offered.
• Manage the Request For Proposal (RFP) process including preparation of documents, follow-up and presentation.
• Review contracts, benefit plan summaries, rates, and other carrier documents for accuracy.
• Respond to client inquiries, advisor, and carrier requests on a timely and professional basis.
• Maintain expiration lists and gather renewal information from the carriers.
• Assist in preparation for Open Enrollment including updating benefit guides, client resources and communications.
• Prepare data for annual compliance audits to be presented by Account Executive or Benefit Advisor.
• Maintain expertise in agency computer systems, third party resources and computer programs.
• Maintain positive, productive relationships with carriers, producers and fellow employees.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act 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.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• Bachelor’s Degree in business, insurance, human resources, or a related field; or equivalent combination of education and experience.
• 2-4 years of employee benefits, insurance brokerage, account management, or related client service experience.
• Active Life, Accident, and Health Insurance License required, or ability to obtain within a specified timeframe.

Knowledge, Skills, and Abilities

• Effective time management and decision-making skills.
• Knowledge of the details of various insurance coverages.
• Diligent follow up skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Excel and PowerPoint skills.

Company Information

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 Bank.

Bell Bank was founded in 1966 and is headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $14 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. If you want to work for an established, growing, forward-looking organization with world‑class employees, this is the place for you. Let Bell Bank be your destination workplace.

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

Our Bottom Line:

Happy Employees! Happy Customers!

In addition to salary, Bell Bank offers a comprehensive benefits package including, healthcare, (medical, dental, vision) employee stock ownership program, and 401(k) contribution and profit‑sharing plan. All benefits are subject to eligibility requirements.

Bell Bank

Equal Opportunity Employer

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