Personal Lines Insurance Account Manager

Personal Lines Insurance Account Manager

Plano, TX      

5800 Granite Parkway, Suite 400, Plano, TX  75024

Full Time

BancFirst Insurance Services, Inc. is hiring a Personal Lines Insurance Account Manager.  BFINS is a growing and dynamic independent insurance agency offering a very competitive compensation and benefit package.  

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Provides proactive day-to-day customer service by anticipating customer needs and responding to their questions in a timely manner

Makes necessary contacts both inside and outside the company in order to obtain the information requested by the customer

Reviews customer exposures, loss experience, current coverages and recommends appropriate products and services on an annual basis

Creates and presents renewal proposals to existing customers

Communicates the customer’s needs and binding instructions to carriers

Manages the customer’s accounts receivables to ensure timely collection of premiums and payments to carriers

Utilizes the Agency Management System to enter and maintain all pertinent account information in an accurate and timely manner

Regular and consistent attendance and punctuality is an essential function of the position

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

REQUIREMENTS

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 three-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.  

PHYSICAL REQUIREMENTS  

Constant use of computer screens   

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear  

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching   

Ability to sit and/or stand for long periods of time during the workday  

Long periods of typing and repetitive motion  

Ability to lift and/or move and carry up to 10 pounds  

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 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/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.

Diversity…Our differences enhance business performance.