Personal Lines Policy Support Specialist

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

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