Job 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.
Job Tags
Work at office, Immediate start,