Commercial Lines Account Manager

Commercial Lines Account Manager –
Banc First

Location: 13230 Pawnee Drive, Suite 205, Oklahoma City, OK 73114

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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 prepares and sends out submissions to markets and/or quote products on-line.
• Analyzes customer’s insurance needs and compares insurance packages considering risk and price of coverage.
• 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;
• Ensure Auto ’s are issued in advance of renewal.
• Prepare and issue renewal certificates.
• Process automatic renewals from companies in advance of expiration;
• Work with Processor/Assistant to prepare policies to send being sure to check work prepared;
• Prepare summaries and complete policy checks.

• 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.

• Requests and tracks the processing of policy changes and endorsements; works with Processor in execution of this process
• Ensures the accuracy of information in the Agency Management System;
• Issues certificates within 24 hours and Auto
• 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.
• Maintains positive and professional working relationships with clients, carriers and other employees in the office.

• High School education required with college degree preferred or equivalent experience &/or education.
• Typically have spent 1 to 2 years as a Processor and/or Assistant Account Manager.
• Good working knowledge of Commercial Property/Casualty coverages.
• Current insurance license and should be working toward or hold the CISR designation.
• 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 in mathematical calculations.
• 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.

Banc First is committed to investing in the future of Oklahoma communities. Banc First 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 – Banc First is an Equal Opportunity and affirmative action employer.

• Entry level

• Full-time

• Finance and Sales

• Banking