Personal Lines Account Manager

3 weeks ago

Bloomington, United States Bell Bank Full time
Job Summary

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
  • Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
  • Review new business, renewals, and endorsements to ensure 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 ensure our clients and prospects understand coverages and reflect a 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 clients.
  • 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.
Requirements
  • 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.
What We Offer

Bell Bank provides competitive compensation and an excellent benefits package.

Bell Bank is an Equal Opportunity Employer.

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