Personal Lines Account Manager
Bell Insurance, Fargo, ND, United States
Bell Insurance is one of the largest independently owned, full-service insurance agencies in the region, with more than 100 years of experience providing tailored policies for individuals, families, and businesses. Established in 1911 as Warner and Company Insurance, it became Bell Insurance in 2019 after joining Bell Bank, a nationally recognized independent bank. Known for its exceptional customer service, integrity, and commitment to its community, Bell Insurance strives to create meaningful relationships with both clients and employees. With locations in Fargo, ND; Grand Forks, ND; Minneapolis, MN, and Phoenix Arizona, Bell Insurance provides personalized solutions to meet diverse needs. Bell Insurance is an equal employment opportunity employer.
Job Summary 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.
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.
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Job Summary 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.
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.
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