Customer Service Professional

6 days ago


Phoenix, Arizona, United States Bell Bank Full time
Job Overview

Bell Bank is seeking a highly skilled and dedicated Customer Service Professional to join our team as a Personal Lines Insurance Specialist.

About the Role

This 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.
Requirements

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.
What We Offer

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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