Commercial Lines Account Assistant

Job Summary :

This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic through established workflows and procedures.

Primary Duties :

• Process change endorsements, audits, renewals and new policies, checking for accuracy.
• Prepare letters for account manager or advisor signature.
• Process requests for certificates of insurance within 24 hours of request.
• Invoice agency bill transactions.
• Maintain all client activity and suspense items in Epic.
• Prepare auto ID cards, certificates, evidence of property, insurance binders.
• Communicate with insurance carriers as needed.
• Prioritize workload and / or request assistance as required.
• Problem solve as possible prior to seeking assistance from an account manager.
• Seek advice from account managers when problems arise.
• Keep current on rates, forms and coverage changes.
• Maintain required licenses.
• Follow agency workflows.
• 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, 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 date entry skills.
• Ability to handle multiple tasks and set priorities.
• Property and Casualty insurance experience highly desired.
• Insurance license, or work to obtain insurance license.

Job Skills Required :

• Proficient computer skills, working knowledge of Microsoft Office products, and strong date entry skills.
• Ability to handle multiple tasks and set priorities.
• Property and Casualty insurance experience highly desired.
• Insurance license, or work to obtain insurance license.