Strategic 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

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.