Insurance Administrative Assistant

Bell BankFargo, ND
5d

About The Position

This position will assist with a variety of clerical and administrative duties for efficient operation of the agency.

Requirements

  • 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.

Responsibilities

  • Reception desk support.
  • Track producer and agency insurance licenses.
  • Manage continuing education notifications to licensed employees.
  • Maintain carrier producer appointments.
  • Coordinate mail and paperwork for remote employees.
  • Assist with agency-wide events and organize volunteer opportunities.
  • Assist with testing current workflows/procedures, maintaining the procedure manual, auditing workflows/procedures and assigning training plans as needed.
  • 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.
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