Personal Lines Account Manager
Phoenix, Arizona
Employer: Bell Bank
Industry:
Salary: Competitive
Job type: Full-Time
Bell Insurance - Personal Lines Account Manager
If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Insurance.
Bell's Values:
As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:
Our Bottom Line:
Happy Employees! Happy Customers!
Job Summary:
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:
Job Skills Required:
Bell Bank provides competitive compensation and an excellent benefits package.
Bell Bank
Equal Opportunity Employer
If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Insurance.
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 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, 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.
- 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.
Bell Bank provides competitive compensation and an excellent benefits package.
Bell Bank
Equal Opportunity Employer
Created: 2024-08-22
Reference: 3461
Country: United States
State: Arizona
City: Phoenix
ZIP: 85008
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