Personal Lines Account Manager

BELL BANK; Alexandria (MN); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Healthcare

Employee stock ownership

401(k)

Job summary

Bell Bank is seeking an insurance support professional to join Bell Insurance in a pipeline role. You will enter and maintain policy data in EPIC, review submissions, respond to inquiries, and assist producers with pricing and coverages to serve clients accurately.

Ideal candidates have Property & Casualty experience, an active state license, strong data entry and MS Office skills, and a customer-centric approach. You will uphold Bell Bank standards and collaborate across carriers and teams.

Qualifications

• Property and casualty insurance experience is highly desired.
• Appropriate state insurance license.
• Proficient computer skills and data entry proficiency.
• Clear, concise oral and written communication.
• Customer service focus with professional image.
• Ability to multitask and prioritize under pressure.

Responsibilities

• Enter and maintain policy information in EPIC for 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.
• Prepare proposals and recommendations that insure clients understand coverages and reflect professional image of the agency.
• Follow-up on outstanding items and manage open activities with documentation in EPIC.
• Identify cross-selling and up-sale opportunities; refer cross-sell opportunities to producers.
• Report new claims and monitor open claims, providing follow-up and service per 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.
• Maintain positive, productive relationships with carriers, producers and employees.
• Assist in general office duties as requested.
• Know customers and employees by name and address; uphold Bell Bank standards.
• Know LOCBUTN and Bell Bank values.
• Conduct activities consistent with Bell Bank policies and laws.
• All employees ensure information security and compliance.

Skills

P&C Insurance

Insurance License

Customer Service

Data Entry

Multitasking

Tools

EPIC

MS Office

Job description

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you’re interested in being considered when a position becomes available, we encourage you to apply and stay in touch!

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.

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

Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $24.03 - $31.20.

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.

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