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Bell Bank · 1 month ago

Commercial Lines Account Manager

Grand Forks, ND

Full-time

Onsite

Mid Level

Bell Bank is the largest family-and employee-owned bank in the upper Midwest, headquartered in Fargo, North Dakota. The Commercial Lines Account Manager will represent Bell Insurance by providing prompt, efficient, and accurate services to customers, agents, and insurance carriers while maintaining policy information and managing client relationships.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

State insurance licenseProficiency with computer technologyTime management skillsOrganizational skillsMulti-tasking abilityWritten communication skillsVerbal communication skills