Personal Lines Assistant

BancFirst Co.; Tulsa (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

BancFirst Insurance Services in Tulsa, OK is seeking a Personal Lines Assistant to support Account Managers in servicing new and renewal business onsite. The role involves processing policies and endorsements, and performing on-line rating tasks after licensure.

You will verify coverages against applications, resolve discrepancies with supervision, and assist with special projects to ensure timely submissions and high-quality service for clients.

Qualifications

• High School Education mandatory; college degree preferred.
• Ability to learn Property & Casualty Insurance in a fast-paced environment.
• Must obtain insurance license within 6–12 months.

Responsibilities

• Assist Account Manager and producers with servicing new and renewal business.
• Process policies, endorsements/changes, and on-line rating/quoting upon licensure.
• Verify coverages on apps in EPIC reflect policy details; resolve discrepancies with supervisor.
• Support Account Manager on special projects, mail-outs, and submissions as needed.

Skills

Account servicing

Customer service

Data entry

Team player

Education

High School Education

College degree preferred

Tools

EPIC

Job description

Personal Lines Assistant

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 assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• New, Renewal, Endorsement, and Audit
• Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
• In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.
• If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.
• Assist the Account Manager on special projects/mail outs/submissions as needed or requested

REQUIREMENTS

• Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline
• High School Education mandatory with college degree preferred
• Ability to learn Property and Casualty Insurance in a fast paced environment
• Requirement of obtaining insurance license within 6 months to 1 year.
• Ability to operate computers and general office equipment
• Excellent customer services skills and work ethic required
• Work well individually and with a team while maintaining a positive attitude
• Must demonstrate a business professional image and demeanor
• Must be able to communicate professionally both verbally and in writing
• Work well under stress and deadlines while managing multiple tasks
• Attendance and punctuality is an essential function of the job

PREFERRED SKILLS

Non-applicable

PHYSICAL REQUIREMENTS

• Constant use of computer screens
• Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
• Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
• Ability to sit and/or stand for long periods of time during the workday
• Long periods of typing and repetitive motion
• Ability to lift and/or move and carry up to 10 pounds

LOCATION

BancFirst Insurance Services, Inc.

220 E. 8th Street

Tulsa, OK 74119

HOURS

Full Time

M-F

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

EOE - BancFirst is an Equal Opportunity employer.

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