Personal Lines Assistant

2 weeks ago


Shawnee, United States BancFirst Insurance Services Full time
Job DescriptionJob Description

This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.


Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan


Responsibilities

v New, Renewal, Endorsement, and Audit

Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.

In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.

If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.

Assist the Account Manager on special projects/mail outs/submissions as needed or requested


Requirements

High School Education mandatory with college degree preferred.

Ability to learn Property and Casualty insurance in a fast paced environment.

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 and attention to detail.

Organizational and Time Management skills to prioritize workloads and meet deadlines.

Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

Requirement of obtaining insurance license within 6 months to 1 year.


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