Personal Lines Insurance Account Manager
4 weeks ago
BancFirst Insurance Services, Inc. is seeking a highly skilled Personal Lines Insurance Account Manager to join our team. As a key member of our insurance team, you will be responsible for servicing a book of business in a timely, accurate, and positive manner. This role requires strong communication and negotiation skills to achieve objectives and build strong relationships with clients and carriers.
Key Responsibilities
Initiate or attend meetings with producers to discuss marketing plans for accounts that expire up to 120 days in advance.
Review expiring exposure and request updates from clients; enter new business applications in EPIC provided by the producer.
Prepare and send out submissions to markets and/or quote products online.
Review quotes, make recommendations, and verify that coverages are as requested and prepare proposals.
Bind coverage with carriers prior to expiration; invoice all accounts within the month they are incepted.
Ensure Auto IDs are issued in advance of renewal.
Prepare and issue renewal certificates.
Process automatic renewals from companies in advance of expiration.
Work with processors to prepare policies to send, ensuring accuracy.
Prepare summaries and complete policy checks.
Requirements
High school education required, with a college degree preferred or equivalent experience/education.
Good working knowledge of Personal Property/Casualty coverages.
Current insurance license and should be working toward or hold the CISR designation.
At least one year of experience in a processor P/L role.
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.
Keep up with continuing education requirements for licensing.
Above-average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility.
Work Environment
BancFirst Insurance Services, Inc. is a growing and dynamic independent insurance agency offering a very competitive compensation and benefit package. We are committed to investing in the future of Oklahoma communities and providing excellent benefits and a learning environment that allows employees to continuously improve their skills to deliver highly personalized service to customers.
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