Personal Lines Insurance Account Manager

BancFirst; Plano (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Job summary

A regional bank in Texas is seeking a Personal Lines Insurance Account Manager to deliver proactive customer service and manage accounts. The role involves reviewing customer coverages, presenting renewal proposals, and ensuring timely collections. Ideal candidates will have a high school education, strong knowledge of Personal Property/Casualty coverages, relevant experience, and an active insurance license. The company offers a comprehensive benefits package, along with opportunities for professional development.

Qualifications

• High School education required with college degree preferred or equivalent experience.
• Advanced knowledge of Personal Property/Casualty coverages.
• Current insurance license and maintains at least the CISR designation.
• Typically has at least three-five years of experience as a P/L Account Manager.

Responsibilities

• Provides proactive day-to-day customer service by anticipating customer needs.
• Reviews customer exposures and recommends appropriate products.
• Creates and presents renewal proposals to existing customers.
• Manages the customer’s accounts receivables for timely collections.

Skills

Customer service

Negotiation skills

Mathematical accuracy

Organizational skills

Working knowledge of Word and Excel

Education

High School diploma

College degree or equivalent experience

Job description

Personal Lines Insurance Account Manager

Join to apply for the Personal Lines Insurance Account Manager role at BancFirst

Full Time

BancFirst Insurance Services, Inc. is hiring a Personal Lines Insurance Account Manager. BFINS is a growing and dynamic independent insurance agency offering a very competitive compensation and benefit package.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provides proactive day-to-day customer service by anticipating customer needs and responding to their questions in a timely manner.

Makes necessary contacts both inside and outside the company in order to obtain the information requested by the customer.

Reviews customer exposures, loss experience, current coverages and recommends appropriate products and services on an annual basis.

Creates and presents renewal proposals to existing customers.

Communicates the customer’s needs and binding instructions to carriers.

Manages the customer’s accounts receivables to ensure timely collection of premiums and payments to carriers.

Utilizes the Agency Management System to enter and maintain all pertinent account information in an accurate and timely manner.

Regular and consistent attendance and punctuality is an essential function of the position.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

REQUIREMENTS

High School education required with college degree preferred or equivalent experience & or education.

Advance knowledge of Personal Property/Casualty coverages.

Current insurance license and maintains at least the CISR designation.

Typically has at least three-five years of experience as a P/L Account Manager.

Ability to work with computer technology including use of Word and Excel or other relevant programs.

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.

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.

BancFirst Commitment

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 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/AA - BancFirst is an Equal Opportunity and Affinity Action employer.