Personal Lines Account Manager

About the role

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.

Responsibilities

• Renewal & New Business:
  • Initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
  • Reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.
  • In coordination with the producer, if one is present, prepares and sends out submissions to markets and/or quote products on-line.
  • 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 ID’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.
• Accounting/Audits:
  • Resolves accounting discrepancies to producers and clients.
  • Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.
  • 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 ID Cards.
  • Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.
  • Processes endorsements w/ assistance from Processor(s).
• General Requests:
  • 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.

Requirements/Qualifications

• 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.
• Keeps up with continuing education requirements for licensing.
• Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

Benefits

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.

Pay

N/A

Schedule

N/A

Skills

Hometown service, statewide strength.

Company

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