Personal Lines Account Assistant

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.

 

 

Qualifications

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.