Strategic Commercial Lines Account Manager

Jobtailor

Moore (OK)

On-site

USD 52,000 - 76,000

Full time

13 days ago
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Job summary

Jobtailor is seeking an experienced Commercial Lines Insurance Account Manager to service a portfolio in Oklahoma. You will manage client relationships, process endorsements, billing, and policy transactions while supporting producers and the claims team.

The role requires 3–7 years of Commercial Lines experience, an active Oklahoma/TX P&C license, and proficiency with Applied Epic and Microsoft Office.

Qualifications

  • High school diploma or GED required.
  • 3-7 years Commercial Lines insurance account management experience.
  • Oklahoma and TX Property & Casualty Insurance License required.
  • Proficiency with Applied Epic and Microsoft Office.
  • Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable.

Responsibilities

  • Serve a commercial lines book of business and build client relationships.
  • Process endorsements, billing/payments, and policy transactions.
  • Assist the Claims Coordinator when needed.
  • Prepare new and renewal submissions and proposals for Producers.
  • Issue certificates, auto ID cards, and binders; manage cancellations and audits.

Skills

Commercial Lines Account Mgmt
Client Relationship Mgmt
Applied Epic Proficiency
CISR
CIC
AINS
AAI
CRM

Education

High School Diploma or GED
Oklahoma & TX P&C License

Tools

Applied Epic
Microsoft Office
Insurance Carrier Websites

Job description

Jobtailor is seeking an experienced Commercial Lines Insurance Account Manager to service a portfolio in Oklahoma. You will manage client relationships, process endorsements, billing, and policy transactions while supporting producers and the claims team.

The role requires 3–7 years of Commercial Lines experience, an active Oklahoma/TX P&C license, and proficiency with Applied Epic and Microsoft Office.

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