Dynamic Personal Lines Insurance Account Manager

BancFirst

Shawnee (OK)

On-site

USD 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation
Excellent benefits
Learning environment for skill improvement

Job summary

A dynamic insurance agency is seeking a Personal Lines Insurance Account Manager in Shawnee, OK. This full-time position involves servicing a book of business, collaborating with producers, and managing multiple administrative functions. The ideal candidate has a high school education, a solid working knowledge of property and casualty coverages, and current insurance licensing. The role requires strong communication skills and proficiency in relevant technologies.

Qualifications

  • High School education required with college degree preferred or equivalent experience.
  • Good knowledge of Personal Property/Casualty coverages.
  • Current insurance license and progress towards CISR designation required.
  • At least one year of experience in a processor P/L role.
  • Ability to use Word and Excel.

Responsibilities

  • Servicing a book of business in a timely manner with producer input.
  • Initiate meetings to discuss marketing plans.
  • Review expiring exposures and request updates from clients.
  • Prepare submissions to markets and quote products online.
  • Bind coverage and ensure invoicing within the month.

Skills

Personal Property/Casualty coverages
Computer technology (Word, Excel)
Mathematical accuracy
Professional negotiation and persuasion
Organizational and Time Management skills
Verbal and written communication

Education

High School education (college degree preferred)
Current insurance license with CISR designation

Tools

Agency Management System

Job description

A dynamic insurance agency is seeking a Personal Lines Insurance Account Manager in Shawnee, OK. This full-time position involves servicing a book of business, collaborating with producers, and managing multiple administrative functions. The ideal candidate has a high school education, a solid working knowledge of property and casualty coverages, and current insurance licensing. The role requires strong communication skills and proficiency in relevant technologies.
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