Personal Lines Account Manager

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.
• Review new business, renewals and endorsements to insure 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 insure our clients and prospects understanding of coverages and reflect 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 client.
• 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.
• 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:

• 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.