Now Hiring - BancFirst - Personal Lines Account Manager in Tulsa, OK

Full description of the position

Personal Lines Account Manager I Tulsa, OK Onsite Position BancFirst Insurance Services, 220 E. 8 th St., Suite B Tulsa, OK 74119 Full Time

• POSITION SUMMARY 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.
• ESSENTIAL DUTIES AND RESPONSIBILITIES
• include the following: Renewal & New Business
• May 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, if one is present, prepares and sends out submissions to markets and/or quote products on-line.
• Review quotes, make recommendations, and verify that coverages are as requested and prepare proposal;
• Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;
• Ensure Auto ID's are issued in advance of renewal.
• Prepare and issue renewal certificates.
• Process automatic renewals from companies in advance of expiration;
• Work with Processor(s) to prepare policies to send being sure to check work prepared;
• Prepare summaries and complete policy checks. Accounting/Audits
• Responsible 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(s)/Assistants in execution of this process
• Ensures the accuracy of information in the Agency Management System;
• Issues certificates within 24 hours and Auto ID Cards
• Orders 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(s).
• Processes endorsements w/ assistance from Processor(s).
• 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 position
• REQUIREMENTS/QUALIFICATIONS
• High School education required with college degree preferred or equivalent experience &/or education
• Good working knowledge of Personal Property/Casualty coverages.
• Current insurance license and should be working toward or hold the CISR designation
• Typically has 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.
• Hometown service, statewide strength.
• BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. DiversityOur differences enhance business performance._