Account Manager - Account Manager Supervisor

Bell Bank•Fargo, ND

About The Position

This position is an Account Manager who also supervises and leads a team of other Account Managers. The role involves both direct client management and team leadership responsibilities, including screening candidates, developing training plans, supervising training progress, identifying staffing needs, monitoring workloads, coaching, mentoring, and addressing performance issues. As an Account Manager, the individual will be responsible for entering and maintaining policy information, reviewing new business and renewals, responding to client inquiries, preparing proposals, managing renewals, handling remarketing processes, and identifying cross-selling and upselling opportunities. The role also requires reporting and monitoring claims, maintaining knowledge of underwriting requirements and insurance coverages, and utilizing agency computer systems. Additionally, the position emphasizes building positive relationships, assisting with general office duties, and adhering to company values and policies.

Requirements

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.
Thorough knowledge of Epic and agency workflows.
Ability to handle multiple tasks and set priorities.
Attention to detail and accuracy.

Responsibilities

Screen and interview candidates for the Account Manager position.
Develop team member training plans.
Train, or delegate and oversee the training of their team.
Supervise training progress and audit work of their team.
Identify education or training for professional development for their team.
Identify and/or review team staffing needs and requests.
Monitor the workloads of their team and assign or reassign as needed.
Coach and mentor their team.
Trouble shoot performance issues.
Perform compensation and performance appraisals in accordance with Bell program.
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 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 upsell opportunities. Refer cross-sell opportunities to producers and handle upsell 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, the Bell Bank Employee Conduct policies, the Bank Secrecy Act 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.