Personal Lines Insurance Assistant - Process & Renewal

BancFirst Co.; Tulsa (OK); Sur place; USD 36 000 - 48 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Account servicing

Customer service

Data entry

Team player

Formation

High School Education

College degree preferred

Outils

EPIC

Description du poste

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.