Personal Lines Account Manager

BancFirst Co.; Tulsa (OK); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Excellent benefits

Job summary

BancFirst Insurance Services in Tulsa, OK seeks a Personal Lines Account Manager I to service a growing book of business. This on-site role requires processing renewals, new business, and policy changes with input from producers as applicable. You will issue certificates, manage AR, and maintain accurate data in the agency system.

The position emphasizes detail, client service, and timely handling of endorsements, renewals, and documentation, with a strong focus on accuracy and efficiency.

Qualifications

• High School education required; college degree preferred.
• Current insurance license and CISR designation in progress or held.
• Typically has at least one year of experience in a processor P/L role.
• Ability to work with computer technology including Word and Excel.

Responsibilities

• Renewal & New Business; coordinate with producer on marketing plans.
• Enter completed applications into EPIC provided by the producer.
• Submit to markets and quote products online as coordinated with the producer.
• Review quotes and verify coverages; prepare proposals and renewals.
• Issue certificates and Auto IDs; manage policy changes and endorsements.
• Maintain accurate information in the Agency Management System; support billing and AR.

Skills

Word & Excel

Interpersonal skills

Education

High School or equivalent; college degree preferred

CISR designation in progress or held

Tools

Word

Excel

Job description

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

• 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.

• Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities.

EOE - BancFirst is an Equal Opportunity employer.

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