*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 through established workflows and procedures.
Primary Duties:
- Process change endorsements, audits, renewals and new policies, checking for accuracy.
- Prepare letters for account manager or advisor signature.
- Process requests for certificates of insurance within 24 hours of request.
- Invoice agency bill transactions.
- Maintain all client activity and suspense items in Epic.
- Prepare auto ID cards, certificates, evidence of property, insurance binders.
- Communicate with insurance carriers as needed.
- Prioritize workload and/or request assistance as required.
- Problem solve as possible prior to seeking assistance from an account manager.
- Seek advice from account managers when problems arise.
- Keep current on rates, forms and coverage changes.
- Maintain required licenses.
- Follow agency workflows.
- 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, 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 date entry skills.
- Ability to handle multiple tasks and set priorities.
- Property and Casualty insurance experience highly desired.
- Insurance license, or work to obtain insurance license.
Qualifications
Job Skills Required:
- Proficient computer skills, working knowledge of Microsoft Office products, and strong date entry skills.
- Ability to handle multiple tasks and set priorities.
- Property and Casualty insurance experience highly desired.
- Insurance license, or work to obtain insurance license.
