High-End Commercial Insurance Portfolio Manager

5 days ago


Tulsa, Oklahoma, United States GPAC Full time

As a seasoned insurance professional, you will play a pivotal role in shaping the future of our agency. You will:

  • Manage a select portfolio of high-end commercial insurance clients.
  • Closely collaborate with our Director of Commercial Lines to oversee day-to-day operations and drive growth opportunities for the department.
  • Identify cross-selling and expansion opportunities, including enhancing coverage options and driving business performance.
  • Strive for excellence in customer satisfaction through continuous enhancement of the client service experience.
  • Provide ongoing training and support to ensure optimal utilization of our agency management system and carrier websites.
  • Participate in annual staff evaluations and contribute to the hiring and training of new team members.

To excel in this role, you should possess:

  • A minimum of 5 years of experience in commercial insurance.
  • Proficiency in Applied Epic software (strongly preferred).
  • Outstanding problem-solving and customer service skills.
  • Proficiency in Microsoft Office Suite applications.

We offer a competitive salary range of $80,000 - $120,000 per year, depending on experience, as well as opportunities for career growth and professional development. Our agency values diversity, equity, and inclusion and is committed to creating a work environment that fosters respect, understanding, and collaboration. We are an equal opportunity employer and welcome applications from qualified candidates who share our values.



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