Employee Benefits Account Manager

6 days ago

Fargo, North Dakota, United States Bell Bank Full time

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.
  • Prepare proposals and recommendations that ensure our clients and prospects understand the coverages being offered.
  • Manage the Request For Proposal (RFP) process including preparation of documents, follow-up and presentation.
  • Review contracts, benefit plan summaries, rates, and other carrier documents for accuracy.
  • Respond to client inquiries, advisor, and carrier requests on a timely and professional basis.
  • Maintain expiration lists and gather renewal information from the carriers.
  • Assist in preparation for Open Enrollment including updating benefit guides, client resources and communications.
  • Prepare data for annual compliance audits to be presented by Account Executive or Benefit Advisor.
  • Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
  • Maintain expertise in agency computer systems, third party resources and computer programs.
  • Maintain positive, productive relationships with carriers, producers and fellow employees.
  • 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, the Bell Bank Employee Conduct policies, the Bank Secrecy Act 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.

Job Skills Required:

  • Effective time management and decision-making skills.
  • Knowledge of the details of various insurance coverages.
  • Diligent follow up skills.
  • Ability to express ideas clearly in both written and oral communications.
  • Strong Microsoft Excel and PowerPoint skills.
  • Commitment to continuing education related to insurance coverages and policy provisions.
  • Life, Accident and Health Insurance License required.

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