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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.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Retirement Plan
Responsibilities
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.
May negotiate terms and pricing with underwriter
Ensure Auto IDs are issued in advance of renewal.
Prepare and issue renewal certificates.
Prepare summaries and complete policy checks.
Participates in meetings with customers and in the customers insurance decisions.
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).
Generally handles a larger book of business with commissions exceeding $225,000 and more complexity.
Maintains positive and professional working relationships with clients, carriers and other employees in the office.
Participates in mentoring and training of other staff and may supervise lower level staff.
Requirement
High School education required with college degree preferred or equivalent experience & / or education
Advance 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
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.
Last updated : 2024-05-01
Full Time
Insurance
$36k-48k (estimate)
05/02/2024
06/21/2024
bancfirst.insurance
OKLAHOMA CITY, OK
50 - 100
2004
ED MCGRATH
<$5M
Insurance
BancFirst Insurance Services, Inc. is the insurance division of BancFirst Corporation. BancFirst Corporation is the holding company for Oklahoma's largest state chartered bank. BancFirst Insurance is a full service independent insurance agency operating out of 6 locations throughout Oklahoma. The agency provides a broad array of property and casualty, life and health, and surety products.