*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you’re interested in being considered when a position becomes available, we encourage you to apply and stay in touch!
Job Summary:
This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic through established workflows and procedures.
Primary Duties:
- Process change endorsements, audits, renewals and new policies, checking for accuracy.
- Prepare letters for account manager or advisor signature.
- Process requests for certificates of insurance within 24 hours of request.
- Invoice agency bill transactions.
- Maintain all client activity and suspense items in Epic.
- Prepare auto ID cards, certificates, evidence of property, insurance binders.
- Communicate with insurance carriers as needed.
- Prioritize workload and/or request assistance as required.
- Problem solve as possible prior to seeking assistance from an account manager.
- Seek advice from account managers when problems arise.
- Keep current on rates, forms and coverage changes.
- Maintain required licenses.
- Follow agency workflows.
- 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:
- Proficient computer skills, working knowledge of Microsoft Office products, and strong date entry skills.
- Ability to handle multiple tasks and set priorities.
- Property and Casualty insurance experience highly desired.
- Insurance license, or work to obtain insurance license.
Top Skills
What We Do
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others.
At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about.
Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states.
Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency.
