What are the responsibilities and job description for the Commercial Lines Account Manager position at Bell Bank?
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 ensure 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 advisors. Enter and update prospect data and marketing activities in Epic.
- Prepare proposals and recommendations that ensure our clients and prospects understanding of coverages and reflect professional image of the agency.
- Maintain expiration lists and gather renewal information from clients, and order renewals and changes as needed following agency workflows. Prepare coverage checklists.
- Handle remarket process including preparation of documents, follow-up and proposal.
- 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:
- Excellent written and communication skills.
- Appropriate state insurance license.
- Proficiency with computer technology.
- Ability to deal with multiple tasks and deadlines.
- Effective time management and organizational skills.
Job Type: Full-time
Pay: $65,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Application Question(s):
- Will you now or in the future require sponsorship for employment visa status (e.g., H-IB visa status)? If Yes, please explain.
Experience:
- Insurance: 1 year (Required)
Ability to Commute:
- Fargo, ND 58102 (Preferred)
Ability to Relocate:
- Fargo, ND 58102: Relocate before starting work (Preferred)
Work Location: In person
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $65,000 - $95,000