Account Manager

Banc First Insurance Services, 220 E 8th St, Tulsa, OK 74119

Full Time

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.

include the following:

• May initiate or attend meetings with the producer(s) or supervisors to discuss marketing plans for expiring accounts in advance of expiration.
• Market new groups and renewals and prepare spreadsheets and quotes sheets as needed and instructed and discuss options with producer or customer.
• Organize, assist and attend group enrollments as needed.
• Submit group paperwork to carrier(s) and gather information needed for policy issuance.
• Enter appropriate information according to policies and procedures into the EPIC Agency Management System including invoicing and billing.
• Enter follow up activities for renewal and commissions.
• Process enrollment/terms for groups as needed.
• Assist with claim and customer billing inquiries and issues.
• Quote individual medical, dental, etc as needed.
• Answers benefit related question in dealing directly with customers or producers.
• May instruct and work with Assistants in servicing of customer needs.

• Responsible for resolving accounting discrepancies to producers and clients if applicable.

• Requests and tracks the processing of policy changes, additions and deletions during the policy term.
• Ensures the accuracy of information in the Agency Management System.
• Responsible for the accuracy of work given to Assistant(s).
• Generally handles larger and more complex accounts than AM I and book is larger in size in terms of number of accounts and/or commission handled.
• Maintains positive and professional working relationships with clients, carriers and other employees in the office.
• Regular and consistent attendance is an essential function of this position

• 2+ years Employee Benefits Account Manager experience
• High School education required with college degree preferred or equivalent experience & or education
• Possesses a solid working knowledge of Group Employee Benefit overages and individual life/health coverages.
• Current insurance license and working on CEBS 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.
• Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

Hometown service, statewide strength.
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.