*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 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.
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.
