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

Full description of the position

Job Overview 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. Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Parental Leave Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan Requirements * High School education required with college degree preferred or equivalent experience &/or education * Typically have spent 1 to 2 years as a Processor and/or Assistant Account Manager * Good working knowledge of Commercial Property/Casualty coverages. * Current insurance license and should be working toward or hold the CISR 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. * Verbal, written and interpersonal skills to interact with associates at all levels of responsibility. Responsibilities 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 prepares and sends out submissions to markets and/or quote products on-line. * Analyzes customers insurance needs and compares insurance packages considering risk and price of coverage. * Authority to execute and bind the Agency and its customers to insurance and finance contracts. * Review quotes, make recommendations, and verify that coverages are as desired and prepare proposal; * Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted; * Ensure Auto IDs are issued in advance of renewal. * Prepare and issue renewal certificates. * Process automatic renewals from companies in advance of expiration; * Work with Processor/Assistant 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 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/Assistant. * Processes endorsements w/ assistance from Processor/Assistant. * 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 About Us BancFirst Insurance Services is a dynamic leader in risk management, offering comprehensive commercial, personal, and employee benefits solutions. Join our energetic team and contribute to a proven brand dedicated to protecting what matters most. We foster a professional environment where innovation thrives, empowering our employees to excel.