Commercial Lines Account Manager

Bell Bank•Grand Forks, ND

About The Position

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.

Requirements

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.

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.