What are the responsibilities and job description for the Personal Lines Assistant position at BancFirst Insurance Services?
Job Overview
This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Hands on Training
Parental Leave
Disability Insurance
Life Insurance
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Hands on Training
Parental Leave
Disability Insurance
Life Insurance
Requirements
- High School Education mandatory with college degree preferred.
- Ability to learn Property and Casualty insurance in a fast paced environment.
- 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 and attention to detail.
- Organizational and Time Management skills to prioritize workloads and meet deadlines.
- Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.
- Requirement of obtaining insurance license within 6 months to 1 year.
Responsibilities
- New, Renewal, Endorsement, and Audit
- Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
- In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.
- If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.
- Assist the Account Manager on special projects/mail outs/submissions as needed or requested
About Us
BancFirst Insurance Services is a dynamic leader in risk management, offering comprehensive commercial, personal, and employee benefits solutions. Join our energetic team and contribute to a proven brand dedicated to protecting what matters most. We foster a professional environment where innovation thrives, empowering our employees to excel.