Employee Benefits Account Manager

Bell Bank•Fargo, ND

21h

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

Effective time management and decision-making skills.
Knowledge of the details of various insurance coverages.
Diligent follow up skills.
Ability to express ideas clearly in both written and oral communications.
Strong Microsoft Excel and PowerPoint skills.
Commitment to continuing education related to insurance coverages and policy provisions.
Life, Accident and Health Insurance License required.

Responsibilities

Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
Prepare proposals and recommendations that ensure our clients and prospects understand the coverages being offered.
Manage the Request For Proposal (RFP) process including preparation of documents, follow-up and presentation.
Review contracts, benefit plan summaries, rates, and other carrier documents for accuracy.
Respond to client inquiries, advisor, and carrier requests on a timely and professional basis.
Maintain expiration lists and gather renewal information from the carriers.
Assist in preparation for Open Enrollment including updating benefit guides, client resources and communications.
Prepare data for annual compliance audits to be presented by Account Executive or Benefit Advisor.
Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
Maintain expertise in agency computer systems, third party resources and computer programs.
Maintain positive, productive relationships with carriers, producers and fellow employees.
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.