Employee Benefits Account Manager

Essential Duties and Responsibilities

• 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.
• 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.
• Aid in answering benefit related questions in dealing directly with customers or producers.
• May instruct and work with Assistants in servicing of customer needs.

Accounting/Audits

• Resolve accounting discrepancies to producers and clients if applicable.
• Track the processing of policy changes, additions and deletions during the policy term.
• Ensure the accuracy of information in the Agency Management System.
• Handle larger and more complex accounts than AM I and book is larger in size in terms of number of accounts and/or commission handled.

General Requests

• Maintain positive and professional working relationships with clients, carriers and other employees in the office.

Requirements

• 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

BancFirst is committed to investing in the future of Oklahoma communities. BancFirst 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.

EEO Statement

BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.