Commercial Lines Account ManagerOklahoma City, OK Onsite Position
BancFirst Insurance Services
13230 Pawnee Drive, Suite 205 Oklahoma City, OK 73114
POSITION SUMMARYThis position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Renewal & New Business- May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
- On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.
- In coordination with the producer prepares and sends out submissions to markets and/or quote products on-line.
- Analyzes customer's insurance needs and compares insurance packages considering risk and price of coverage.
- Authority to execute and bind the Agency and its customers to insurance and finance contracts.
- Review quotes, make recommendations, and verify that coverages are as desired and prepare proposal;
- Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;
- Ensure Auto ID's are issued in advance of renewal.
- Prepare and issue renewal certificates.
- Process automatic renewals from companies in advance of expiration;
- Work with Processor/Assistant to prepare policies to send being sure to check work prepared;
- Prepare summaries and complete policy checks.
Accounting/Audits- Responsible for resolving accounting discrepancies to producers and clients.
- Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.
General - Requests and tracks the processing of policy changes and endorsements; works with Processor in execution of this process
- Ensures the accuracy of information in the Agency Management System;
- Issues certificates within 24 hours and Auto ID Cards
- Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.
- Responsible for the accuracy of work given to Processor/Assistant.
- Processes endorsements w/ assistance from Processor/Assistant.
- Maintains positive and professional working relationships with clients, carriers and other employees in the office.
QUALIFICATIONS- High School education required with college degree preferred or equivalent experience &/or education
- Typically have spent 1 to 2 years as a Processor and/or Assistant Account Manager
- Good working knowledge of Commercial Property/Casualty coverages.
- Current insurance license and should be working toward or hold the CISR designation
- Ability to work with computer technology including use of Word and Excel or other relevant programs.
- Ability to operate computers and general office equipment
- Aptitude for accuracy in mathematical calculations
- Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
- Organizational and Time Management skills to prioritize workloads and meet deadlines.
- Verbal, written and interpersonal skills to interact with associates at all levels of responsibility.
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.
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