Personal Lines Insurance Account Pro

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

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.