Bell Bank · 1 day ago
Personal Lines Account Manager
Grand Forks, ND
Full-time
Onsite
Mid LevelBell Bank is the largest family-and employee-owned bank in the upper Midwest, recognized for its commitment to providing exceptional personal service. The Personal Lines Account Manager will represent Bell Insurance, ensuring prompt and accurate service to customers, agents, and insurance carriers while maintaining policy information and responding to inquiries.
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 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
Qualification
Required
Property and Casualty insurance experience highly desired
Appropriate state insurance license
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
Benefits
Healthcare
(medical, dental, vision)
Employee stock ownership program
401(k) contribution
Profit-sharing plan
Company
Bell Bank
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us.
Founded in 1966
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brooke Borrell
SVP/Marketing, Communications & Partnerships
Zac Wanzek, CFA, CPA
SVP | Deputy Chief Investment Officer
Recent News
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