Commercial Lines Insurance Account Manager
4 days ago
This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.BenefitsPaid Time Off (PTO)Health InsuranceDental InsuranceVision InsuranceLife InsuranceDisability InsuranceParental LeaveHands on TrainingMon-Fri ScheduleCareer Growth OpportunitiesRetirement PlanResponsibilitiesRenewal & New BusinessMay initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance. On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer. In coordination with the producer prepares and sends out submissions to markets and/or quote products on-line.Analyzes customers insurance needs and compares insurance packages considering risk and price of coverage.Authority to execute and bind the Agency and its customers to insurance and finance contracts. Review quotes, make recommendations, and verify that coverages are as desired and prepare proposal; Bind Coverage with carrier 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 Processor/Assistant to prepare policies to send being sure to check work prepared;Prepare summaries and complete policy checks.Accounting/AuditsResponsible for resolving accounting discrepancies to producers and clients. Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.General Requests and tracks the processing of policy changes and endorsements; works with Processor in execution of this processEnsures the accuracy of information in the Agency Management System; Issues certificates within 24 hours and Auto ID CardsOrders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed. Responsible for the accuracy of work given to Processor/Assistant. Processes endorsements w/ assistance from Processor/Assistant.Maintains positive and professional working relationships with clients, carriers and other employees in the office.Regular and consistent attendance is an essential function of this positionRequirementHigh School education required with college degree preferred or equivalent experience &/or educationTypically have spent 1 to 2 years as a Processor and/or Assistant Account ManagerGood working knowledge of Commercial Property/Casualty coverages.Current insurance license and should be working toward or hold the CISR designationAbility to work with computer technology including use of Word and Excel or other relevant programs. Ability to operate computers and general office equipmentAptitude for accuracy in mathematical calculationsDemonstrates professional tactful negotiation and persuasion skills to achieve objectives.Organizational and Time Management skills to prioritize workloads and meet deadlines.Verbal, written and interpersonal skills to interact with associates at all levels of responsibility.
-
Account Manager Personal Lines Insurance
1 day ago
Tulsa, Oklahoma, United States Blackwell Insurance Agency Full time $19 - $23Responsive recruiterReplies within 24 hoursBenefits:401(k) matching Company parties Competitive salary Health insurance Paid time off Training & development Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team This is not just a job it's a mission. We want to reach and...
-
Commercial Lines Account Manager
1 day ago
Tulsa, United States Insurica Full timeCommercial Account ManagerThe 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 assist Producers and Account...
-
Tulsa, OK, United States Independent Insurance Agents of North Carolina Full timeCommercial Lines CSR at Piedmont Triad Insurance The Commercial Lines CSR at Piedmont Triad Insurance is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and...
-
Commercial Lines Assistant Account Manager
2 weeks ago
Tulsa, OK, United States INSURICA Full timeJob DetailsJob Location Tulsa Branch - TULSA, OK Position Type Full Time Education Level 2 Year Degree Travel Percentage None Job Shift Day Job Category Commercial Lines Support DescriptionSUMMARY: The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing...
-
Commercial Lines Assistant Account Manager
2 weeks ago
Tulsa, OK, United States INSURICA Full timeSUMMARY: The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and assuring correct information is input into the automation systems to achieve the quality and service standards...
-
Commercial Lines Assistant Account Manager
2 weeks ago
Tulsa, OK, United States INSURICA Full timeSUMMARY: The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and assuring correct information is input into the automation systems to achieve the quality and service standards...
-
Commercial Lines Assistant Account Manager
1 week ago
Tulsa, OK, United States INSURICA Full timeSUMMARY: The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and assuring correct information is input into the automation systems to achieve the quality and service standards...
-
Commercial Underwriter II
1 week ago
Tulsa, United States EMC Insurance Companies Full timeEmc Underwriting PositionAt EMC, we're all about working together to make an impact. As part of our team, you'll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive expertsalways supporting each other to do our best work. Join us, and let's improve lives...
-
Commercial Relationship Manager III
3 weeks ago
Tulsa, United States UMB Full timeCommercial Banking Relationship ManagerThe Commercial Banking team actively calls on businesses that typically have annual revenue between $50MM and $500MM. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is to earn the...
-
Personal Insurance Account Manager
4 weeks ago
Tulsa, United States Independent Insurance Agents of North Carolina Full timePersonal Insurance Account ManagerSummary: The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows.Essential Duties and Responsibilities:Provide no excuse client service to assigned accounts.Perform customer service and account...
