1 INSURICA Job near me
INSURICA is Hiring a Commercial Lines Account Manager Near Tulsa, OK
Job Location
Tulsa - TULSA, OK
Position Type
Full Time
Education Level
High School
Job Shift
Day
Job Category
Commercial Lines Support
Description
SUMMARY:
The Commercial Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service, and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will assist Producers and Account Executives in the handling and processing of new and renewal commercial business and maintaining high service standards.
Essential Functions
- Upon receipt of new business applications or renewal instructions, accurately complete applications for new and renewal business
- Prepare proposals and complete applications in coordination with producers, submit applications to eligible and appropriate carriers, and when requested, obtain client signatures on all applications. The follow-up to ensure timely receipt of quotations and policies
- Perform all necessary ratings sufficient for policy quotation and/or issuance on carrier websites or rating programs. Calculate the premium if the company-rating program is available. Responsible for the issuance of premium-bearing binders, and invoices, and resolving carrier accounting discrepancies
- Prepare proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status when requested
- Ensure items are delivered and/or mailed to the client. Initiate correspondence with companies and clients. Maintain follow-up and suspense files on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow-up on overdue and suspense items. Maintain expiration control log
- Request renewals, endorsements, and other needed data from the companies and insureds. Solicit Producer and Account Executive assistance, when necessary, to issue coverage in a timely, efficient manner and bind coverage within agency underwriting authority
- Check new and renewal policies, endorsements, audits, and cancellations and promptly handle for accuracy in rating, typing, coverage, and signatures, and input these transactions to generate billing invoices and quality products for our customers. Maintain files in an orderly, up-to-date manner
- Determine reasons for requests for cancellations, act to save accounts, and notify producers according to agency standards. Process and follow-up on cancelation requests to carriers to ensure accurate and timely resolution
- Receive phone calls from clients and companies and comply with the request and/or refer to the Producer and Account Executive
- Refer current and prospective clients to Employee Benefits or Personal Insurance Department, or a Commercial Producer, for solicitation of those lines of business
- Participate in seminars and other training, to maintain required licenses, and for knowledge and skill development. Meet with a company representative to update carrier appetite, underwriting guidelines, etc
- Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Qualifications
KNOWLEDGE, SKILLS, AND ABILITIES:
- Must possess sound knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
- Full knowledge of insurance markets is essential
- Strong PC skills, with the ability to effectively utilize the agency's management systems
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Regular and punctual attendance is required
- Ability to communicate effectively, both verbally, and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
- Property and Casualty license, as required by the State Department of Insurance
- 2-4 Years of previous account management experience preferred
- Bachelors degree preferred
- CPCU or CIC designations preferred
- Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
- Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
- Ability to lift up to 20 pounds occasionally
- Requires operation of a computer workstation, including keyboard and video display
- All requirements may be modified to reasonably accommodate physical or mental impairment
Job Summary
Full Time
$105k-143k (estimate)
05/07/2024
05/20/2024
insurica.com
OKLAHOMA CITY, OK
200 - 500
1989
BILL DURRETT
$50M - $200M
Insurance
Related Companies
About INSURICA
Who We Are: INSURICA colleagues consistently strive to uphold the agencys Mission and Core Values statements. By creating a corporate culture based on ethical behavior in the marketplace and fun in the workplace, INSURICA has been recognized many times as both a Best Practices Agency and a Best Places to Work employer. In 2019, leading insurance industry publication, Rough Notes, named INSURICA Agency of the Year. Areas of Specialization In addition to offering general insurance, Minard-Ames has unrivaled expertise in construction and its ancillary construction industries such as general contr ...
actors, subcontractors, equipment dealers, materials handlers, real estate developers and CPA firms and law firms specializing in the field. What Makes Us Unique It is our daily focus on construction and our 35 years of specialization in this category that distinguishes Minard-Ames. Our knowledge base in that field means that we can thoroughly address all issues internally before sending to a bonding company, potentially saving clients both time and money. Association Memberships Associated Builders and Contractors (ABC) Associated General Contractors of America (AGC) Arizona Builders Alliance (ABA) Construction Financial Management Association (CFMA) National Association of Surety Bond Producers (NASBP) Arizona Chapter Associated General Contractors of America (AzAGC) Associated Minority Contractors of America (AMCA) National Utility Contractors Association (NUCA) Air Conditioning Contractors of America - Arizona (ACCA-AZ) Alliance for Construction Excellence (ACE) Independent Insurance Agents and Brokers of AZ - IIAB-AZ and Greater Phoenix Elite Contractors Association
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The following is the career advancement route for Commercial Lines Account Manager positions, which can be used as a reference in future career path planning. As a Commercial Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Lines Account Manager. You can explore the career advancement for a Commercial Lines Account Manager below and select your interested title to get hiring information.
If you are interested in becoming a Commercial Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Commercial Lines Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial Lines Account Manager job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Commercial Lines Account Manager jobs
Plenty of students have landed account manager roles without extensive work experience.
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Step 3: View the best colleges and universities for Commercial Lines Account Manager.
