Now Hiring - BancFirst Corporation - Personal Lines Account Manager in Tulsa, OK

Full description of the position

Personal Lines Account Manager I Tulsa, OK _ Onsite Position_ BancFirst Insurance Services, 220 E. 8 th St., Suite B Tulsa, OK 74119 Full Time * POSITION SUMMARY 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. * ESSENTIAL DUTIES AND RESPONSIBILITIES* include the following: Renewal & New Business * 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, 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 * 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. General * 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 ID Cards * 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 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. * Keep up with continuing education requirements for licensing. Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility. * Hometown service, statewide strength.* BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 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 - BancFirst is an Equal Opportunity employer. Diversity Our differences enhance business performance._