Senior Account Manager

4 weeks ago

Oklahoma City, Oklahoma, United States INSURICA Full time
Job Title: Senior Account Manager - Personal Lines

The Senior Account Manager - Personal Lines is a key role within our organization, responsible for delivering exceptional service to our clients while driving business growth and development.

Key Responsibilities:
  • Market, service, develop, and retain assigned accounts by meeting established account development and retention objectives
  • Maintain a targeted mix of business by following underwriting guidelines and volume commitments
  • Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, recommend loss control efforts to alleviate a potential loss, and resolve service problems
  • Retain and develop accounts by making recommendations regarding risk handling to the Internal Client/Producer and/or External Client; seek the most effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
  • Collaborate with the insurance companies for the most proper coverage options
  • Assist the Internal Client/Producer in preparing/making presentations of insurance programs to key clients/prospects
  • Keep informed of all new product offerings and workflows
  • Maintain client files on the computer system and use a computer system to perform all transactions
  • Generate new business for the agency - take responsibility and ownership for making our business grow and improving/building the relationships with our existing and future customers
  • Maintain a working knowledge of all available products to enhance sales ability
  • Refer current and prospective clients to Employee Benefits and Commercial Insurance Departments for solicitation of those lines of business, if applicable
  • Request non-automated renewals, endorsements, and other needed data from the companies, and clients
  • Solicit Internal Client/Producer assistance when needed in order to issue coverage in a timely, efficient manner; bind coverage within agency underwriting authority
  • Check new and renewal policies, endorsements, and cancellations, and promptly handle for accuracy in rating, ordering, requiring signatures, and input these transactions to generate billing invoices and quality products for our clients
  • Provide team leadership skills for Account Managers and assist in mentoring programs as established by Department Manager and/or Director
  • Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Additional Responsibilities:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions.

Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Qualifications:
  • Proven experience working with mid-size/large personal lines clients
  • Knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
  • Full knowledge of insurance markets
  • Strong analytical and problem-solving skills, with strong attention to detail
  • Possess good presentation skills, with the ability to influence others
  • Strong PC skills with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to effectively and efficiently utilize the Agency's management system
  • Ability to work within a fast-paced, changing priority environment
  • Self-motivated, with the initiative to prioritize and be self-directed
  • Regular and punctual attendance is required
  • Ability to communicate effectively, both verbally, and in writing
  • Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
  • Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
  • Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Requirements:
  • 7-10 Years previous Personal Lines Account Manager (including underwriting, marketing, and rating) experience preferred
  • Resident insurance agent/producer license issued by the appropriate state board of insurance
  • Bachelor's degree preferred or equivalent work experience
  • CISR and other related designation(s) preferred
Working Conditions and Reasonable Accommodations:

Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities

Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently

Ability to lift up to 20 pounds occasionally

Requires operation of a computer workstation, including keyboard and video display

All requirements may be modified to reasonably accommodate physical or mental impairment

  • Senior Living Activities Coordinator

    4 weeks ago

    Oklahoma City, Oklahoma, United States Sagora Senior Living Full time

    Job SummarySagora Senior Living is seeking a highly motivated and creative Senior Living Activities Coordinator to join our team. As a key member of our community, you will be responsible for planning and implementing resident activities that cater to the diverse needs and interests of our senior adults. Key ResponsibilitiesPlan and implement resident...

  • Senior Living Community Director

    3 weeks ago

    Oklahoma City, Oklahoma, United States Sagora Senior Living Full time

    Job Summary:Sagora Senior Living is seeking a highly motivated and experienced Lifestyle Director to join our team at The Harrison of Oklahoma City. As a key member of our community, you will be responsible for planning and implementing resident activities, maintaining a monthly activities calendar, and coordinating resident transportation. You will also...

  • Tax Senior Manager

    4 weeks ago

    Oklahoma City, Oklahoma, United States Jobot Full time

    Job Title: Senior Tax ManagerWe are seeking a highly experienced Senior Tax Manager to join our finance team. As a Senior Tax Manager, you will play a critical role in the company's financial management, including direct responsibility for tax planning, compliance, and research.Responsibilities:1. Oversee the preparation and review of federal and state...

  • Senior Finance Manager

    4 weeks ago

    Oklahoma City, Oklahoma, United States CBRE Full time

    Job SummaryCBRE is seeking a highly skilled Senior Finance Manager to lead our Financial Strategy and Operations team. As a key member of our organization, you will be responsible for developing and implementing financial strategies, managing budgets, and providing financial analysis and reporting to senior management.Key ResponsibilitiesDevelop and...

  • Senior Finance Manager

    4 weeks ago

    Oklahoma City, Oklahoma, United States Ryder System, Inc. Full time

    Job SummaryRyder System, Inc. is seeking a Senior Finance Manager to join our team. The successful candidate will be responsible for leading the analytical review of all Finance and Accounting Support functions for a major field operation, including Inventory Management and Control, Financial Analysis and Planning, Financial Reporting, Accounts Payable,...

  • Senior Care Technician

    4 weeks ago

    Oklahoma City, Oklahoma, United States Morada Senior Living Full time

    Job Title: Senior Care TechnicianMorada Senior Living is a leading provider of senior living and care services in the Southwestern United States. We are seeking a highly skilled and compassionate Senior Care Technician to join our team at Southridge community.Job SummaryThe Senior Care Technician will provide hands-on care and support to our residents,...

  • Senior Finance Manager

    4 weeks ago

    Oklahoma City, Oklahoma, United States CBRE Full time

    About the RoleAs a Senior Finance Manager at CBRE, you will lead a team responsible for producing all output associated with Finance Strategy and Operations. This includes annual budget preparation, monthly forecasts, strategic planning, management reporting, and other special projects. You will be responsible for maintaining accounting, financial, and...

  • Senior Accounting Specialist

    4 weeks ago

    Oklahoma City, Oklahoma, United States Globe Life Full time

    Job SummaryThe Senior Accounting Specialist will be responsible for ensuring timely and accurate application of premium for all Globe Life individual and group policies, as well as some specialized payment application. The specialist will also be responsible for various reporting and reconciliation tasks as assigned. They will be expected to make appropriate...

  • Senior Accountant at NW Expressway

    4 weeks ago

    Oklahoma City, Oklahoma, United States Communication Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Communication Federal Credit Union. As a key member of our accounting department, you will be responsible for preparing financial reports, analyzing financial data, and ensuring the accuracy of our financial records.Key ResponsibilitiesPrepare and analyze financial reports,...

  • Senior Living Training Specialist

    3 weeks ago

    Oklahoma City, Oklahoma, United States Legend Senior Living Full time

    Job Summary:We are seeking a highly skilled Senior Living Training Specialist to join our team at Legend Senior Living. As a Senior Living Training Specialist, you will be responsible for developing and providing associate training and education for various programs, including Life Enrichment/Memory Care and all-staff presentations.Key...

  • Senior Guest Service Manager

    3 weeks ago

    Oklahoma City, Oklahoma, United States Parking Management Company Full time

    Job Title: Senior Guest Service ManagerJob Summary:Parking Management Company is seeking a Senior Guest Service Manager to lead our valet team in delivering exceptional guest experiences. As a key member of our operations team, you will oversee the day-to-day operations of our valet team, ensuring seamless delivery of exceptional guest service and...

  • Senior Accounting Specialist

    3 weeks ago

    Oklahoma City, Oklahoma, United States University of Oklahoma Full time

    Job SummaryAs a Senior Accounting Specialist at the University of Oklahoma, you will play a critical role in ensuring the accuracy and completeness of financial records. This position requires a high level of expertise in accounting principles and practices, as well as excellent analytical and problem-solving skills.Key Responsibilities• Performs routine...

  • Senior Construction Manager

    3 weeks ago

    Oklahoma City, Oklahoma, United States AtkinsRéalis Full time

    About the RoleWe are seeking a highly skilled Senior Construction Manager to join our Construction Management Team in Tulsa or Oklahoma City, Oklahoma. As a Senior Construction Manager, you will be responsible for leading and working on various ODOT & OTA Projects.Key ResponsibilitiesPlans and organizes the administration and coordination of construction...

  • Memory Care Program Manager

    3 weeks ago

    Oklahoma City, Oklahoma, United States Sagora Senior Living Full time

    Job SummaryThe Memory Care Coordinator is responsible for overseeing the overall operations of the community Memory Care program. This includes managing resident safety and security, facilitating programming to meet the needs of residents with Alzheimer's disease and dementia, and maintaining regular communication with residents, family members, and...

  • Licensed Practical Nurse

    3 weeks ago

    Oklahoma City, Oklahoma, United States Legend Senior Living Full time

    Job Summary:Legend Senior Living is a proud provider of senior care services, and we are seeking a skilled Licensed Practical Nurse to join our team as a Senior Care Specialist. As a key member of our nursing team, you will be responsible for providing high-quality care to our residents, supervising and training nursing staff, and ensuring the overall...

  • Accounting Manager

    3 weeks ago

    Oklahoma City, Oklahoma, United States ASM Global Full time

    Job SummaryASM Global is seeking an experienced Accounting Manager to oversee the financial operations of the Paycom Center and Prairie Surf Studios in Oklahoma City. The successful candidate will be responsible for administering and managing daily activities of the accounting function, including supervising finance department staff, preparing financial...

  • Accounting Manager

    4 weeks ago

    Oklahoma City, Oklahoma, United States Fuse3 Solutions Full time

    Job DescriptionThe Assistant Controller will work closely with the Chief Financial Officer (CFO) to oversee the company's accounting processes, including making recommendations for process improvements.Key ResponsibilitiesSupervise and oversee the work of the accounting staffCreate monthly financial reportsResponsible for month-end close processes and...

  • Accounting Manager

    4 weeks ago

    Oklahoma City, Oklahoma, United States Fuse3 Solutions Full time

    Accounting Manager Job DescriptionFuse3 Solutions has partnered with a rapidly growing company to fill an Accounting Manager role due to company growth.Key Responsibilities: General ledger accounting, including journal entries and reconciliations Financial statement analysis and balance sheet review Researching journal entry discrepancies Special projects as...

  • Senior Marketing Events Manager

    4 weeks ago

    Oklahoma City, Oklahoma, United States Cribl Full time

    About the RoleCribl is seeking a highly skilled Senior Marketing Events Manager to lead the development and execution of our marquee corporate trade shows. As a key member of our marketing team, you will be responsible for creating and implementing a comprehensive events strategy that drives awareness, engagement, and pipeline growth.Key...

  • Senior Patient Account Representative- TULSA

    3 weeks ago

    Oklahoma City, Oklahoma, United States InsideHigherEd Full time

    Job Summary We are seeking a highly skilled Senior Patient Account Representative to join our team at the University of Oklahoma. As a key member of our billing and collections team, you will be responsible for providing exceptional customer service to patients, resolving account discrepancies, and working with insurance companies to ensure timely payment. ...