Personal Lines Account Manager

4 weeks ago

Phoenix, United States Bell Bank Full time
Bell Insurance - Personal Lines Account Manager

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Insurance.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:
  • Promoting and sustaining our family atmosphere.
  • Providing unequaled personal service to each and every customer.
  • "Paying it forward" by giving back to the communities we serve.
Our Bottom Line:

Happy Employees Happy Customers

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 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 producers. Enter and update prospect data and marketing activities in EPIC.
  • Prepare proposals and recommendations that insure our clients and prospects understanding of coverages and reflect professional image of the agency.
  • 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, 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.
  • Perform other duties as assigned.
Job Skills Required:
  • 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.


Bell Bank provides competitive compensation and an excellent benefits package.

Bell Bank

Equal Opportunity Employer

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