JOB OVERVIEW

The Life & Health Insurance Account Manager represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our Life & Health customers, agents and insurance carriers with established policies and procedures.

EDUCATION, EXPERIENCE, AND OTHER EXPECTATIONS

• Bachelor’s degree in business, finance, or related field; or equivalent experience.
• Minimum 2 years’ experience in Life & Health insurance account management, client services, or benefits administration.
• Active state Life & Health Insurance License required (or must be obtained within 90 days of employment).
• Experience handling renewals, policy changes, claims support, and enrollments preferred.

SKILLS AND KNOWLEDGE

• Proficient in Microsoft Office Suite (Excel, Word, Outlook) and experience with agency management systems (Applied Epic, AMS360, Vertafore).
• Familiarity with compliance requirements (HIPPA, ACA, COBRA, state insurance regulations) preferred.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly.
• Customer service focus presenting a positive, professional image.
• Ability to handle multiple tasks, set priorities and remain poised under pressure.
  Job Types: Full-time, Permanent
  Pay: $23.30 - $28.40 per hour
  Expected hours: 8 per week

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In perso

BELL BANK CULTURE, POLICY AND ACCOUNTABILITY STANDARDS:

• 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.