Personal Lines Account Assistant

BELL BANK; Fargo (ND); On-site; USD 26,000 - 33,000; Full time

Benefits offered by this job

Healthcare benefits

Employee stock ownership program

401(k) contribution and profit sharing

Job summary

Bell Bank is seeking an internal support specialist to work with agency account managers and advisors, processing and documenting in Epic according to established workflows. You will enter and maintain policy information, manage client activity in Epic, prepare policy documents, and liaise with insurance carriers while providing excellent service in a busy environment at our Fargo location.

This role requires careful attention to detail, the ability to prioritize tasks, and the commitment to

Qualifications

• Proficient computer skills and data entry.
• Clear oral and written communication.
• Customer service oriented with professional image.
• Ability to multitask under pressure.

Responsibilities

• Enter and maintain policy information in Epic for client servicing, processing transactions, and documentation.
• Maintain all client activity and suspense items in Epic.
• Backup for assigning downloaded policies into Epic.
• Prepare auto ID cards, certificates, evidence of property, and insurance binders.
• Communicate with insurance carriers as needed.
• Prioritize workload and/or request assistance as required.
• Problem solve individually prior to seeking assistance from an account manager.
• Follow agency workflows and Bell Bank policies.
• Report new claims and monitor open claims.
• Review new business, renewals and endorsements to ensure items are accurate as ordered.
• Assist in general office duties as requested and needed.
• Know customers and employees by name and build relationships.
• Adhere to Bell Bank values and customer service standards.
• Ensure information security and compliance with laws and policies.

Skills

Data entry

MS Office

Communication

Customer service

Tools

Epic software

Job description

This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic utilizing established workflows and procedures.

Primary Duties:

• Enter and maintain accurate policy information in Epic for all client servicing, processing transactions, and documentation.
• Maintain all client activity and suspense items in Epic.
• Backup for assigning downloaded policies into Epic.
• Prepare auto ID cards, certificates, evidence of property, and insurance binders.
• Communicate with insurance carriers as needed.
• Prioritize workload and/or request assistance as required.
• Problem solve individually prior to seeking assistance from an account manager.
• Seek advice from account managers when problems arise.
• Keep current on rates, forms and coverage changes.
• Obtain and/or maintain required licenses.
• Follow agency workflows.
• Report new claims and monitor open claims.
• Review new business, renewals and endorsements to insure items are accurate as ordered.
• Assist in general office duties as requested and needed.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, 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.

Job Skills Required:

• Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills.
• Clear and concise oral, written and interpersonal communication skills.
• Customer service focus presenting a positive, professional image.
• Ability to handle multiple tasks, set priorities and remain poised under pressure.

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:

• 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

Pay Range

$19.50 - $23.60

Pay Transparency

The posted salary range represents multiple regions; compensation for this position may vary depending on the geographic location of the position. For roles indicating a salary range of $31,200 ($15) to $150,000 ($72.12), this reflects a commission-based position where actual earnings will fluctuate based on sales performance and client retention.