Account Manager

Account Manager

The James Allen Companies Inc has been engaged by a rapidly growing independent insurance agency with a commercial division led by women who specialize in the oil and gas industry. The team combines strong technical expertise with deep industry knowledge and is intentionally built to be different from a traditional agency.

The organization focuses on middle market accounts in oil and gas, construction, manufacturing, and environmental risks. They leverage leading technology platforms and place business with multiple group captive insurance programs.

Culture is their greatest asset. Hiring, promotion, and even termination decisions are made through the lens of clearly defined core values.

• Integrity
  They are honest, transparent, and keep their commitments every time. They uphold high ethical standards and build trust through accountability and authenticity.

• Teamwork
  They are only as strong as the weakest link. Team members support and empower one another so the whole team succeeds.

• Serve
  They serve with passion and purpose. With a helpful spirit, they do more than meet expectations and consistently exceed them.

• Winning
  They bring their very best to everything they do. With a competitive mindset, they pursue results with the heart of a champion.

• Learn
  They seek knowledge that fuels their future. Growth is intentional and comes from a commitment to continuous learning.

• Grit
  They persevere with resilience and determination. With sleeves rolled up, they face challenges directly and keep moving forward.

The client is seeking an experienced Commercial Insurance Account Manager with a strong background in middle market and large commercial accounts. This person should come from a competitive, metrics driven environment and be ready to join a growing organization that values exceptional client service and operational excellence.

• Deliver high quality, relationship focused client service

• Manage the full renewal process, including gathering information, marketing accounts, preparing proposals, and presenting to clients

• Issue certificates of insurance with a two hour response standard

• Document all client and carrier communications in Applied Epic

• Set up CSR
  24 for clients and use Indio to obtain renewal information

• Request and manage loss runs using Loss Run Pro

• Process policy endorsements accurately and efficiently

• Communicate clearly and professionally with clients and carriers by phone and email

• Help train and support less experienced team members

• Ten or more years of commercial lines experience as a middle market or large account Customer Service Representative or Account Manager

• Proficiency with Applied Epic

• Strong verbal and written communication skills

• High attention to detail with a strong sense of personal accountability

• Comfortable with direct and candid communication

• Ability to excel in a fast paced and evolving environment

• Experience insuring contractors

• Experience working remotely if applying for a remote role

• Availability during core business hours from 8:00 a.m. to 5:00 p.m. Central time

• Experience managing large schedules of vehicles and equipment

• Residence in Oklahoma or Texas

• Experience with middle market oil and gas accounts with annual premiums greater than 250,000

• Experience insuring oil and gas companies

• Proficiency with Indio and CSR
  24

• Professional designations such as CRIS, CRIR, CIC, CLCS, or ERIS

• Experience working with carriers such as Travelers, BITCO, NAICO, Mid Continent, Chubb, and with captive insurance programs

• Contract surety experience

• Team oriented, entrepreneurial culture with collaborative decision making

• Competitive environment with a strong focus on writing new business and the opportunity to contribute to a high performing team

• A 6,000 square foot flagship office in Oklahoma City with abundant natural light, whiteboard walls, and a state of the art conference room

• Building amenities include a café, outdoor patio, and gym

• Remote work option available for proven remote performers with references that can verify past success working from home

• Health, dental, and vision insurance

• Gym membership at the on site gym

• Remote work flexibility for qualified candidates with prior remote experience

• Paid time off

• 401(k) after six months

• Agency performance bonus opportunity

• Significant growth potential, including advancement into marketing, production, and other leadership or specialty roles as the agency continues to expand