Insurance Commercial Lines Account Manager

First United Bank; Moore (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

First United Bank in Edmond/ Moore, Oklahoma is seeking a Commercial Lines Account Manager to service a middle market and large commercial book, strengthen client relations, and support producers. The role handles endorsements, billing, submissions, and renewals while driving client satisfaction and retention.

The position requires 3–7 years of Commercial Lines experience, an OK/TX P&C license, and knowledge of carrier markets.

Qualifications

• Bachelor-level knowledge of commercial lines insurance preferred.
• Licensure in Oklahoma and Texas P&C required/preferred according to state rules.
• Experience with commercial lines and large, complex risks is essential.

Responsibilities

• Services Commercial Lines Book of Business and builds ongoing client care.
• Handles endorsements, billing/payments, and aid to Claims Coordinator.
• Creates new/renewal submissions and loss runs.
• Gathers documentation and prepares applications and supporting materials.
• Issues certificates, evidence of insurance, auto ID cards, and binders.
• Renews and markets accounts in collaboration with Producers.

Skills

Relationship building

Customer service

Education

High School Diploma or GED equivalent

College degree preferred

Oklahoma and TX Property & Casualty Insurance License

Thorough knowledge of commercial lines coverages and markets

Experience handling large, complex risks

Professional designations (CISR, CIC, AINS, AAI, ARM, CRM, CPCU) desirable

Tools

Applied Epic

Microsoft Office (Outlook, Word, Excel)

Insurance Carrier websites

Job description

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position Job TitleInsurance Commercial Lines Account Manager Job Description SUMMARY The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieve operating/margin targets and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Services Commercial Lines Book of Business, including:
• Builds and solidifies relationships with existing clients by providing ongoing customer care
• Endorsements
• Billing/payments (invoice transactions, record payments, prepare finance agreements)
• Assists Claims Coordinator (when needed)
• Creates new/renewal business submissions
• Loss runs (create letters, order loss runs / obtain/order experience modifiers)
• Gathers & helps complete supplemental applications & supporting documentation
• Issues certificates, evidence of insurance, auto id cards, and binders
• Processes and mails out policies
• Creates proposals for Producers
• Cancellation tracking and processing (pending and cancelled)
• Audit tracking
• Issues and Processes Bonds
• In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
• Supports one or more Producers and is the first line of contact when the Producer is not available
• Remarkets accounts when necessary
• Account rounding for existing Commercial Lines business
• Rating and Comparisons
• Builds carrier relationships and keeps up with carrier updates and underwriting information
• Maintains complete and accurate client and policy data and documents within the operating systems

EMPLOYEE SPECIFICATIONS

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

Education and Work Experience

• High School Diploma or GED equivalent, College Degree preferred
• 3-7 years Commercial Lines insurance account management experience is required
• Oklahoma and TX Property & Casualty Insurance License
• Thorough knowledge of commercial lines coverages and markets
• Experience with handling large, complex risks
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

Technical/Functional Competencies

• Proficient in PC operating systems – Applied Epic
• Proficient in Microsoft Office - Outlook, Word, Excel, etc.
• Knowledge of and experience with Insurance Carrier websites

All Locations: Edmond, Moore

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

First United Bank is a family-friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest. We are committed to providing excellent career opportunities and a wide array of benefits for our staff. And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment!

The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

We look forward to meeting you and wish you the best in your career!