Now Hiring - Rich & Cartmill, Inc - Commercial Lines Account Manager in Oklahoma City, OK

Full description of the position

POSITION SUMMARY: To provide prompt, accurate, and courteous service to our customers while following standards, procedures, and guidelines established by Rich and Cartmill, Inc. ESSENTIAL DUTIES AND RESPONSIBILITIES: Service commercial line accounts as assigned in an effort to prevent errors and omissions Service commercial lines customers by handling phone calls, resolving customer problems, discussing coverage and answering questions to the best of your ability in a professional and courteous manner. Keep producers fully informed of all-important activities on their accounts. Be sensitive to potential problems and inform the producer or your supervisor. In cooperation with producers, prepare company submission for new and renewal business quotations. Follow procedures outlined on New Business or Renewal Business workflow. Prepare summaries of insurance, statements of values, proposals and various documents as requested by the producer. Review all new business and renewal polices following established procedures. Ensure EPIC file is accurate and updated at all times. Including correct coverage limits, forms, premium and commission. Process new and renewal policies according to agency standards. Prepare all needed invoices, binders, certificates, evidence of property forms, auto ID cards and correspondence. Attach all necessary correspondence and documentation to appropriate new business, current and/or expired policies in EPIC utilizing the correct attachment category. Prioritize workflow on desk and process accordingly. Process mail daily. Process audits following the established workflow procedures. Check daily and maintain suspense items. Report to company and producer all claims. Follow established procedure. Prepare premium financing agreements as needed. Follow established procedure. Notify producers of past due account and follow cancellation procedures as necessary. Order MVRs when required and/or requested. Follow established guidelines. Maintain required license. Attend seminars or educational activities to stay up to date on latest developments and trends in the industry. Fill in for absent CSRs as directed by supervisor. Perform other duties and assignments as requested by supervisor. Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator or supervisor. Job Type: Full-time Pay: $55,000.00 - $70,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Flexible schedule * Flexible spending account * Health insurance * Health savings account * Life insurance * Paid time off * Professional development assistance * Retirement plan * Vision insurance Work Location: Hybrid remote in Oklahoma City, OK 73114