Employee Benefits Account Manager presso Bell Bank

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.
• Prepare proposals and recommendations that ensure our clients and prospects understand the coverages being offered.
• Manage the Request For Proposal (RFP) process including preparation of documents, follow-up and presentation.
• Review contracts, benefit plan summaries, rates, and other carrier documents for accuracy.
• Respond to client inquiries, advisor, and carrier requests on a timely and professional basis.
• Maintain expiration lists and gather renewal information from the carriers.
• Assist in preparation for Open Enrollment including updating benefit guides, client resources and communications.
• Prepare data for annual compliance audits to be presented by Account Executive or Benefit Advisor.
• Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
• Maintain expertise in agency computer systems, third party resources and computer programs.
• Maintain positive, productive relationships with carriers, producers and fellow employees.
• 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:

• Effective time management and decision-making skills.
• Knowledge of the details of various insurance coverages.
• Diligent follow up skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Excel and PowerPoint skills.
• Commitment to continuing education related to insurance coverages and policy provisions.
• Life, Accident and Health Insurance License required.