What are the responsibilities and job description for the Employee Benefits Account Manager position at Bell Bank?
Employee Benefits Account Manager
- This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch!
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 Bank.
Company Information:
Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $13 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.
Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune.
If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.
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.
- 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.
Bell Bank provides competitive compensation and an excellent benefits package.
Bell Bank
Equal Opportunity Employer
Requirements: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.
