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.

• 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.

• 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.

• 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.