Personal Lines Account Manager

Shawnee, OK

Full Time

Banc First Insurance Services, 3300

E. Shawnee Road Muskogee, OK 74403

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. 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.

• 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, review expiring exposure and request exposure updates from the clients; on new business, enter completed applications in EPIC provided by the producer.
• In coordination with the producer, if one is present, prepare and send out submissions to markets and/or quote products online.
• Review quotes, make recommendations, and verify that coverages are as requested 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(s) 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(s)/Assistants 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(s).
• Processes endorsements w/ assistance from Processor(s).
• Maintains positive and professional working relationships with clients, carriers and other employees in the office.
• Regular and consistent attendance is an essential function of the position.

• High School education required with college degree preferred or equivalent experience &/or education
• Good working knowledge of Personal Property/Casualty coverages.
• Current insurance license and should be working toward or hold the CISR designation
• Typically has at least one year of experience in a processor P/L role
• 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.
• Keep up with continuing education requirements for licensing. Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

• 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

Banc First is committed to investing in the future of Oklahoma communities. Banc First is a $14 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 - Banc First is an Equal Opportunity employer.

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