Personal Lines Insurance Support Specialist

Bell; Fargo (ND); Hybrid; USD 26,000 - 32,000; Full time

Job summary

Bell Bank, headquartered in Fargo, ND, seeks a detail-oriented support specialist to process and document client activity in Epic and assist agency account managers. You will maintain policy data, prepare documents, and communicate with carriers while upholding Bell Bank standards.

The role requires accuracy, strong multitasking, and customer-focused service. Join a team dedicated to exceptional service and adherence to workflows, licenses, and regulatory guidelines, with opportunities to grow

Qualifications

• Proficient computer skills and data entry abilities in a banking environment.
• Clear and concise oral, written and interpersonal communication skills.
• Customer service focus with a professional image.
• Ability to handle multiple tasks, set priorities and stay composed under pressure.

Responsibilities

• Enter and maintain accurate 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.
• 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 ensure 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 Bell Bank policies, procedures and systems, 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.

Skills

Data entry

Microsoft Office

Customer service

Multitasking

Communication

Tools

Epic

Job description

Bell Bank, headquartered in Fargo, ND, seeks a detail-oriented support specialist to process and document client activity in Epic and assist agency account managers. You will maintain policy data, prepare documents, and communicate with carriers while upholding Bell Bank standards.

The role requires accuracy, strong multitasking, and customer-focused service. Join a team dedicated to exceptional service and adherence to workflows, licenses, and regulatory guidelines, with opportunities to grow