Personal Lines Account Manager
3 weeks ago
Job Summary:
We are seeking a highly skilled Personal Lines Account Manager to join our team at BancFirst Insurance Services. As a key member of our team, you will be responsible for servicing a book of business in a timely, accurate, and positive manner.
Responsibilities:
* Renewal & New Business:
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 exposure updates from clients; on new business, enter completed applications in EPIC provided by the producer.
Prepare and send out submissions to markets and/or quote products online.
Negotiate terms and pricing with underwriters.
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.
* Accounting/Audits:
Resolve accounting discrepancies to producers and clients.
Work with producers to manage accounts receivable; paying particular attention to balances over 90 days old.
* General:
Request and track the processing of policy changes and endorsements; work with processors/assistants in execution of this process.
Ensure the accuracy of information in the Agency Management System.
Issue certificates within 24 hours and Auto ID Cards.
Order Loss Runs when necessary; work with claims adjusters to assist in handling claims as needed.
Process endorsements with assistance from processors.
Maintain positive and professional working relationships with clients, carriers, and other employees in the office.
Participate in mentoring and training of other staff and may supervise lower-level staff.
Requirements:
* High school education required with college degree preferred or equivalent experience &/or education.
* Advanced knowledge of Personal Property/Casualty coverages.
* Current insurance license and maintains at least the CISR designation.
* Typically has at least five years of experience as a P/L Account Manager.
* Ability to work with computer technology, including use of Word and Excel or other relevant programs.
* 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.
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