Commercial Account Manager

3 months ago

Norman, United States Hire Talent Full time

The Commercial Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will provide assistance to, Producers/Account Executives in the handling and processing of new and renewal commercial business and maintain high service standards.

  • Upon receipt of new business application or renewal instructions, accurately complete applications for new and renewal business. Prepare proposals and complete application in coordination with producers, submit applications to eligible and appropriate carriers and, when requested, obtain client signatures on all applications. Follow-up to ensure timely receipt of quotations and policies.
  • Perform all necessary rating sufficient for policy quotation and/or issuance on carrier website or rating programs. Calculate premium if company-rating program is available. Responsible for the issuance of premium bearing binders, invoices, and resolving carrier accounting discrepancies.
  • Prepare proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases and account balance status when requested. Ensure items are delivered and/or mailed to client. Initiate correspondence with companies and clients. Maintain follow-up and suspense file on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow-up on overdue and suspense items. Maintain expiration control log.
  • Request renewals, endorsements and other needed data from the companies and insureds. Solicit Producer/Account Executive assistance, when necessary, in order to issue coverage in a timely, efficient manner. Bind coverage within agency underwriting authority.
  • Check new and renewal policies, endorsements, audits, cancellations and promptly handle for accuracy in rating, typing, coverage, signatures and input these transactions to generate billing invoices and quality products for our customers. Maintain files in an orderly, up-to-date manner.
  • Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency standards. Process and follow-up on cancelation request to carriers to ensure accurate and timely resolution.
  • Receive phone calls from clients and companies and comply with the request and/or refer to the Producer/Account Executive.
  • Refer current and prospective clients to Employee Benefits or Personal Insurance Department, or to a Commercial Producer, for solicitation of those lines of business.
  • Participate in seminars and other training, to maintain required licenses and for knowledge and skill development. Meet with company representative to update carrier appetite, underwriting guidelines, etc.
  • Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions.
  • 2-4 yrs previous account management experience preferred.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

  • Commercial Account Manager

    2 weeks ago

    Norman, United States Hire Talent Full time

    The Commercial Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will provide assistance to, Producers/Account Executives in the...

  • Commercial Lines Account Manager

    3 months ago

    Norman, United States APR Full time

    Job DescriptionJob DescriptionInsurance Job: Commercial Lines Account Executive | Account Manager Insurance Agency Location: Norman, Oklahoma Salary: 65k-79k plus benefits Commercial Lines Account ManagerAre you looking for a job that will give you the opportunity to show off your impressive commercial insurance skills? What about your awesome account...

  • Commercial Sales Account Manager

    3 months ago

    Norman, United States SERVPRO of Downtown Oklahoma City, Midtown Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceCompany carCompetitive salaryDental insuranceHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceWellness resourcesDo you love working with people and educating them?Then dont miss your chance to join our Franchise as a Commercial...

  • Commercial Lines Assistant Account Manager

    1 month ago

    Norman, United States INSURICA Full time

    Job DetailsJob LocationINSURICA Express - NORMAN, OKPosition TypeFull TimeEducation Level2 Year DegreeJob ShiftDayJob Category Contractor Sales SupportDescriptionSUMMARY:The Express Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions including,...

  • Commercial Lines Insurance Assistant Account Manager

    2 days ago

    Norman, Oklahoma, United States INSURICA Full time

    Job SummaryThe Express Assistant Account Manager is a key role within our team at INSURICA, responsible for providing exceptional service to our customers and supporting the department in meeting service needs. This position requires a strong understanding of commercial underwriting and coverage, as well as excellent communication and interpersonal...

  • Commercial Lines Assistant Account Manager

    1 month ago

    Norman, United States INSURICA Full time

    Job DetailsJob Location INSURICA Express - NORMAN, OK Position Type Full Time Education Level 2 Year Degree Job Shift Day Job Category Contractor Sales Support DescriptionSUMMARY: The Express Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions...

  • Healthcare Senior Account Executive

    2 days ago

    Norman, Oklahoma, United States INSURICA Full time

    Job SummaryINSURICA is seeking a highly skilled and experienced Healthcare Senior Account Executive to join our team. As a key member of our commercial lines department, you will be responsible for developing and maintaining relationships with high-profile healthcare customers, providing in-depth risk management support, and driving business growth.Key...

  • Healthcare Senior Account Executive

    3 days ago

    Norman, Oklahoma, United States INSURICA Full time

    Job SummaryThe Healthcare Senior Account Executive is a key member of our Commercial Lines team at INSURICA, responsible for developing and maintaining relationships with high-profile healthcare customers. This role requires a strong understanding of commercial lines and professional liability coverages, as well as excellent leadership and negotiation...

  • Accountant I

    3 weeks ago

    Norman, United States Chickasaw Nation Industries, Inc (CNI) Full time

    Job DescriptionJob DescriptionJob DescriptionSUMMARYThe Accountant I perform professional accounting work in preparation of financial statements, reports and analyses, reconciliations, general ledger entries and monthly financial statements related to all CNI entities. This position receives assignments from and works closely with the Assistant Controllers...

  • Commercial Lines Client Support Specialist

    2 weeks ago

    Norman, Oklahoma, United States INSURICA Full time

    Job OverviewLocationINSURICA ExpressEmployment TypeFull TimeEducation RequirementAssociate DegreeWork ScheduleDay ShiftJob CategorySales Support for ContractorsPosition Summary:The Commercial Lines Client Support Specialist plays a crucial role in assisting the department in fulfilling customer service requirements. This includes essential tasks such as...

  • Asset Management Accountant

    2 weeks ago

    Norman, Oklahoma, United States University of Oklahoma Full time

    Position Overview:The Fixed Asset and Compliance Accountant role at the University of Oklahoma encompasses a range of responsibilities related to fixed asset management and general accounting practices.Key Responsibilities:1. Prepare and maintain fixed asset entries and schedules.2. Conduct general account reconciliations to ensure accuracy and compliance.3....

  • Staff Accountant for Property Management

    2 weeks ago

    Norman, Oklahoma, United States Jobot Full time

    About the Role:We are seeking a detail-oriented and diligent Staff Accountant to join our vibrant accounting team. This position plays a crucial role in managing financial operations related to our diverse portfolio of properties.Key Responsibilities:- Prepare and execute SOS Billings, ensuring accuracy and adherence to company policies.- Generate and...

  • Residential and Commercial Service Plumber

    2 months ago

    Norman, United States Yarbrough and Sons Heat & Air Full time

    Job DescriptionJob DescriptionYarbrough and Sons Heat and Air in Blanchard, OK is actively seeking a full-time Residential and Commercial Service Plumber to provide comprehensive plumbing services for our customers. Are you an experienced, professional plumber? Do you want to grow your career with an established company? Can you contribute to a fast-paced,...

  • Commercial Lines Sales Professional

    2 weeks ago

    Norman, Oklahoma, United States USI Insurance Services Full time

    Job SummaryWe are seeking a highly motivated and experienced Commercial Lines Sales Professional to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for driving new business sales and retention for small business clients.Key ResponsibilitiesDevelop and execute a sales strategy to achieve annualized new...

  • Accounting Specialist for Property Management

    2 weeks ago

    Norman, Oklahoma, United States Jobot Full time

    Property Accountant PositionCompany Overview:Leading provider in property management solutionsForward-thinking strategies in property operationsDedicated to fostering vibrant communitiesJob Overview:Key Responsibilities:Oversee SOS Billing processes and BOI financial reportingEnsure accuracy in accounting records through reconciliationSupport month-end and...

  • Commercial Lines Producer

    3 months ago

    Norman, United States USI Insurance Services Full time

    General Description: Outside Commercial Lines sales position. Responsible for driving new business sales and retention for small business clients. Cross-sell referrals from other business units and establish a pipeline of clients with sales less than $10mm. Responsibilities: • Achieve annualized new business sales goal of $80k in our target...

  • Account Manager

    3 days ago

    Norman, Oklahoma, United States James Parker - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused Account Manager to join our team at James Parker - State Farm Agent. As an Account Manager, you will play a vital role in growing our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.Key ResponsibilitiesEstablish and...

  • Account Executive/Marketer

    2 weeks ago

    Norman, United States A Path of Care Hospice Full time

    Job DescriptionJob DescriptionA Path of Care of Norman, OK is looking to hire a full-time Account Executive/Marketer to assist with the business development of our agency. This position will cover the Norman Region Do you enjoy building relationships with others? Are you looking for an opportunity to advance your career in public relations while doing...

  • Account Executive/Marketer

    2 months ago

    Norman, United States A Path of Care Hospice Full time

    Job DescriptionJob DescriptionA Path of Care of Norman, OK is looking to hire a full-time Account Executive/Marketer to assist with the business development of our agency. This position will cover the Norman Region Do you enjoy building relationships with others? Are you looking for an opportunity to advance your career in public relations while doing...

  • US Ductless Account Manager

    3 months ago

    Norman, United States Johnson Controls Full time

    Build your best future with the Johnson Controls team. As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries...