Personal Lines Account Manager

bellbank; Alexandria (MN); On-site; USD 42,000 - 63,000; Full time

Job summary

Bell Insurance seeks an organized insurance professional to enter and maintain policy data in EPIC, review new business and renewals, and respond to client and carrier inquiries in a timely, professional manner.

The role involves rating new business, preparing proposals, and identifying cross-selling opportunities while upholding agency procedures and underwriting guidelines.

Qualifications

• P&C insurance experience is highly desired.
• Appropriate state insurance license is required.
• Proficient computer skills including MS Office and strong data entry.
• Clear, concise oral and written communication skills.
• Customer service focus with a professional image.
• Ability to handle multiple tasks and stay composed under pressure.

Responsibilities

• Enter and maintain accurate policy information in EPIC for client servicing, processing transactions, and documentation.
• Review new business, renewals and endorsements for accuracy as ordered.
• Respond to client inquiries, advisor and carrier requests promptly and professionally.
• Rate new business or submit to carrier for rating; make marketing and coverage recommendations.
• Prepare proposals and recommendations reflecting client understanding of coverages and professional image.
• Follow-up on outstanding items and manage open activities with EPIC documentation.
• Identify cross-selling and up-sale opportunities and refer to producers.
• Report new claims and monitor open claims, providing follow-up and service according to agency procedures.
• Maintain knowledge of underwriting requirements and binding authority for carriers.

Skills

P&C insurance

Insurance license

EPIC data entry

MS Office

Customer service

Communication skills

Education

State insurance license

Tools

EPIC

Microsoft Office

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.

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 producers. 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.
• 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.
• 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, 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:

• Property and Casualty insurance experience highly desired.
• Appropriate state insurance license.
• 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.

Job Skills Required:

• Property and Casualty insurance experience highly desired.
• Appropriate state insurance license.
• 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.