Customer Service Professional
6 days ago
Bell Bank is seeking a highly skilled and dedicated Customer Service Professional to join our team as a Personal Lines Insurance Specialist.
About the RoleThis role represents Bell Bank in a professional and courteous manner, providing prompt, efficient, and accurate services to our customers, agents, and insurance carriers with established policies and procedures.
Key Responsibilities:- Policy Administration: Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
- New Business Processing: Review new business, renewals, and endorsements to ensure accuracy as ordered.
- Customer Communication: Respond to client inquiries, advisor, and carrier requests on a timely and professional basis.
- Rating and Underwriting: Rate new business or submit to company to rate; make marketing and coverage recommendations to producers.
- Proposal Development: Prepare proposals and recommendations that ensure our clients' and prospects' understanding of coverages and reflect a professional image of the agency.
- Claim Management: Report new claims and monitor open claims, providing follow-up and service in accordance with agency procedures.
To be successful in this role, you will need:
- Property and Casualty Insurance Experience: Highly desired.
- Appropriate State Insurance License: Required.
- Proficient Computer Skills: Working knowledge of Microsoft Office products and strong data entry skills.
- Excellent Communication Skills: Clear and concise oral, written, and interpersonal communication skills.
- Customer Service Focus: Presenting a positive, professional image.
- Multitasking and Time Management: Ability to handle multiple tasks, set priorities, and remain poised under pressure.
Bell Bank provides competitive compensation and an excellent benefits package. The estimated salary for this role is $55,000 - $65,000 per year, depending on location and experience.
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