Dallas, OK 

BancFirst Insurance Services: 5800 Granite Parkway, Suite 400 Plano, TX 75024

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. This position may also provide a sales/consultative role while managing all aspects of the relationship to ensure a high level of service satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: 

1. 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.
   • 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.
   • Negotiates terms and pricing with underwriter.
   • 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; 
   • Oversees the renewal process by working with account service team. Including but not limited to ensuring coverage is bound, issuing renewal certificates and auto identifications, auto-renewals are processed and account is invoiced in the proper month.
   • Works with service team to ensure the policies are received and prepared for delivery to customers. 
   • Participates in regular meetings with the customer and assists in the customer insurance decisions.

1. 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.

1. General 
   • Requests and tracks the processing of policy changes and endorsements; works with Processor/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/Assistant.
• Processes endorsements w/ assistance from Processor/Assistant.
• Generally handles larger and more complex accounts than AM III and book is larger in size in terms of number of accounts and/or commission handled. Book commission will typically exceed $800,000.
• Maintains positive and professional working relationships with clients, carriers and other employees in the office.
• Will mentor, train and possibly supervise processors, assistants or account managers.
• May represent the Agency with customers and make decisions along with or separate and apart from the producer.

PREFERRED SKILLS AND QUALIFICATIONS

• High School education required with college degree preferred or equivalent experience &/or education
• Typically has at least 6 years of experience as an Account Manager
• Advanced knowledge of Commercial Property/Casualty coverages.
• Current insurance license and typically maintains a CIC, CRM or other higher level professional designation.
• Grasps computer technology including use of Word and Excel and other relevant Agency Operating programs.
• Ability to maintain accurate work
• Demonstrates 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.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.

Diversity…Our differences enhance business performance.