Personal Lines Insurance Account Manager

Personal Lines Insurance Account Manager

Plano, TX

5800 Granite Parkway, Suite 400, Plano, TX 75024

Full Time

Banc First 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

Bachelor's degree or equivalent experience &/or education

Proven time management skills and ability to multitask

Possesses exceptional verbal and written communication skills

Strong organizational skills

Proficient in Microsoft Word, Excel and Outlook

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. 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 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 - Banc First is an Equal Opportunity and Affirmative Action employer.

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