Insurance Account Manager

1 month ago


Edmond, Oklahoma, United States First United Bank Full time
Join Our Team

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009 Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The PositionJob TitleInsurance Account ManagerJob Description

SUMMARY

The primary role of an Insurance Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieve operating/margin targets and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

  • Services Commercial Lines Book of Business, including:
    • Builds and solidifies relationships with existing clients by providing ongoing customer care
    • Endorsements
    • Billing/payments (invoice transactions, record payments, prepare finance agreements)
    • Assists Claims Coordinator (when needed)
    • Creates new/renewal business submissions
    • Loss runs (create letters, order loss runs / obtain/order experience modifiers)
    • Gathers & helps complete supplemental applications & supporting documentation
    • Issues certificates, evidence of insurance, auto id cards, and binders
    • Processes and mails out policies
    • Creates proposals for Producers
    • Cancellation tracking and processing (pending and cancelled)
    • Audit tracking
    • Issues and Processes Bonds
  • In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
  • Supports one or more Producers and is the first line of contact when the Producer is not available
  • Remarkets accounts when necessary
  • Account rounding for existing Commercial Lines business
  • Rating and Comparisons
  • Builds carrier relationships and keeps up with carrier updates and underwriting information
  • Maintains complete and accurate client and policy data and documents within the operating systems

EMPLOYEE SPECIFICATIONS

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.

Education and Work Experience

  • High School Diploma or GED equivalent, College Degree preferred
  • 3-7 years Commercial Lines insurance account management experience is required
  • Oklahoma and TX Property & Casualty Insurance License
  • Thorough knowledge of commercial lines coverages and markets
  • Experience with handling large, complex risks
  • Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

Technical/Functional Competencies

  • Proficient in PC operating systems – Applied Epic
  • Proficient in Microsoft Office - Outlook, Word, Excel, etc.
  • Knowledge of and experience with Insurance Carrier websites

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Edmond

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.

First United Bank is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
  • Account Manager

    1 week ago


    Edmond, Oklahoma, United States National Guard Employment Network Full time

    Job Title: Account Manager at Delta Dental of OklahomaCompany Overview: Join the team at Delta Dental of Oklahoma, the top provider of dental benefits in the State. We are looking for a dedicated individual who is passionate about making a positive impact.Duties:Develop and maintain strong internal and external business relationshipsManage renewal processes...

  • Account Manager

    1 week ago


    Edmond, Oklahoma, United States Archrock Full time

    Implements and supports sales strategies to gain market share in a defined accounts within assigned sales territory. Meets or exceeds annual revenue targets. Contacts new and existing customers on a regular basis. Develops new contacts / customers as Account Manager, Media, Manager, Sales, Accounting, Skills


  • Edmond, Oklahoma, United States Oklahoma District Office Full time

    Are you a driven professional who enjoys meeting new people who can prospect new customers to help our business grow? You might be the ideal candidate for the position of inside account manager. As our next inside account manager, we need someone who can turn potential customers into qualified leads through strong persuasion skills. We need someone who knows...


  • Edmond, Oklahoma, United States HospiceServe LLC Full time

    JOB TITLE:Account Sales Executive at Hospice SalesAre you ready to join a team where each day brings the opportunity to make a meaningful impact in the lives of patients and families? At Hospice Sales, we provide comfort, support, and hope to individuals facing serious illnesses, ensuring they never feel alone in their journey. We are currently looking for a...


  • Edmond, Oklahoma, United States Comma Insurance Full time

    PrismHR Talent | Applicant Tracking System , ("us", "we", or "our") operates (the "Site"). This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site. We use your Personal Information only for providing data to our clients, for whom you are applying for employment. By using the...

  • Accountant I

    1 week ago


    Edmond, Oklahoma, United States Ascent Resources Full time

    Ascent Resources is seeking an entry level Accountant I responsible for correct and timely coding of accounting invoices. This position is located in Oklahoma City, OK and will report to the Manager - Accounts Payable. Primary Duties & Responsibilities Review, analyze, and code invoices to appropriate GL accounts Communicate with vendor AR departments in...


  • Edmond, Oklahoma, United States Devon Energy Full time

    Qualified applicants are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or other characteristics protected by law.For more information on Equal Employment Opportunity, please follow these links:EEO is the LawEEO is the Law SupplementPay Transparency...

  • Adjuster

    1 week ago


    Edmond, Oklahoma, United States Oklahoma Farm Bureau Insurance Full time

    Primary Purpose: Investigate insurance claims; obtain all necessary information to evaluate claims and expedite settlement. Candidate must reside in one of the following counties: Kingfisher, Logan, Canadian, Oklahoma, Grady, Cleveland or McClain County. Essential Duties and Responsibilitiesinclude the following. Other duties may be assigned. Investigate...

  • Operations Manager

    1 week ago


    Edmond, Oklahoma, United States Raising Cane's Chicken Fingers Full time

    **Operations Manager - Asst. General Manager** Oklahoma City, Oklahoma **BENEFITS & REWARDS** **Benefits** Medical Pharmacy Dental Vision Dependent Care Flexible Spending Account Healthcare Flexible Spending Account Pet Insurance 401(k) With Employer Match (age 21 & older) Tuition Reimbursement Program + Discounted Online Education Opportunities + Free...

  • Tax Manager

    1 week ago


    Edmond, Oklahoma, United States FORVIS Full time

    & Requirements As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and...


  • Edmond, Oklahoma, United States America's Swimming Pool Co. - Edmond & Stillwater Full time

    Job DescriptionCurrently we are looking for candidates for our Business Maintenance Manager. The Business Maintenance Manager supports the delivery of quality services and the financial goals and objectives of the organization through effective day to day management. The Maintenance Manager will directly oversee a team of maintenance technicians that perform...


  • Edmond, Oklahoma, United States American Fidelity Full time

    Job Description: Direct and oversee a team, or teams, of highly skilled leaders and/or Colleagues (examples may include complex/Advanced Adjusters and CSR's) who are responsible for the most complex work tasks (examples may include Cancer and/or STD/LTD claim processing, high profile billing, Customer Engagement and Training/Audit) within multiple areas of...


  • Edmond, Oklahoma, United States YouVersion Full time

    The YouVersion Senior Product Manager is primarily responsible for driving digital product development within Bible App Lite that is aligned with the YouVersion mission and Product vision. This role drives a cross-functional team in solution delivery by leveraging data insights, market and user research, and anticipating challenges to achieve effective...


  • Edmond, Oklahoma, United States YouVersion Full time

    The YouVersion Senior Product Manager is primarily responsible for driving digital product development aligned with the YouVersion mission and Product vision. This role drives a cross-functional team in solution delivery by leveraging data insights and anticipating challenges to achieve effective outcomes.YouVersion was created by the local church in 2007...


  • Edmond, Oklahoma, United States Cox Communications Full time

    CompanyCox Automotive USAJob Family GroupVehicle OperationsJob ProfileManager, Battery MaintenanceManagement LevelManagerPeople LeaderFlexible Work Option No remote option; must work at a specified Cox locationTravel %Yes, 15% of the timeWork ShiftDayCompensationCompensation includes a base salary of $70, $106, The base salary may vary within the anticipated...


  • Edmond, Oklahoma, United States Overhead Door Full time

    And Responsibilities Oversee accounts payable and accounts receivable. Provide exceptional customer service and sales. Provide cost accounting, expenditure analysis, monthly and YTD financial ratios and budgeting statistics. Conduct physical inventor General Manager, Sales, Manager, Assistant, City, Management, Manufacturing

  • Sr. Project Manager

    1 week ago


    Edmond, Oklahoma, United States UMB Bank Full time

    The UMB Governance organization within Enterprise Technology Services (ETS) is comprised of IT leaders, project managers, architects, software engineers, and analysts coming from diverse background and experiences. Functionally, the Governance Organization provides guidance and oversight to IT processes, projects, capacity, and risk management functions to...


  • Edmond, Oklahoma, United States D.R. Horton Full time

    D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers...

  • Branch Manager

    1 week ago


    Edmond, Oklahoma, United States TRUE SKY FEDERAL CREDIT UNION Full time

    Job DescriptionJob DescriptionTrue Sky Credit UnionStructured Compensation - Job DescriptionBranch Manager IData Year: 2022Prepared On: 07/22/2022Department:Branches Grade:11 Reports To:District ManagerClassification:Exempt Supervises Direct:6Supervises Indirect:4Approved By:PresidentEffective Date:07/22/2022FLSA Basis:ExecutiveRevised Date:07/22/2022Role:To...

  • Quality Manager

    1 week ago


    Edmond, Oklahoma, United States PPG Industries Full time

    As the Quality Assurance Manager, you will manage the Quality Assurance and Technical efforts of the facility in Oklahoma City, Oklahoma.You will work onsite and report to the Plant Manager at the Oklahoma City Plant.Key ResponsibilitiesManage Quality Systems at Plant level by assuring products and services meet customer requirements.Lead effort with site to...