Bell Bank

Compensation

Full Description

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic utilizing established workflows and procedures. Primary Duties: • Enter and maintain accurate policy information in Epic for all client servicing, processing transactions, and documentation. • Maintain all client activity and suspense items in Epic. • Backup for assigning downloaded policies into Epic. • Online carrier general processing. • Prepare auto ID cards, certificates, evidence of property, and insurance binders. • Communicate with insurance carriers as needed. • Prioritize workload and/or request assistance as required. • Problem solve individually prior to seeking assistance from an account manager. • Seek advice from account managers when problems arise. • Keep current on rates, forms and coverage changes. • Obtain and/or maintain required licenses. • Follow agency workflows. • Report new claims and monitor open claims. • Review new business, renewals and endorsements to insure items are accurate as ordered. • Assist in general office duties as requested and needed. • 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: • 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. Job Skills Required: • 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.