Commercial Lines Account Assistant

*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!

 

Company Information:

Bell Bank was founded in 1966 and is headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $13 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

 

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

 

Bell’s Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• “Paying it forward” by giving back to the communities we serve.

Our Bottom Line:

Happy Employees! Happy Customers!

 

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.

Bell Bank provides competitive compensation and an excellent benefits package.

 

Bell Bank

Equal Opportunity Employer

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.