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First United Bank · 4 hours ago

Insurance Commercial Lines Senior Account Manger

Moore, OK

Full-time

Onsite

Mid, Senior Level

3+ years exp

First United Bank is a learning organization that has been recognized as one of the top places to work in Oklahoma since 2009. The primary role of a Commercial Lines Account Manager is to service customers by managing a group of middle market and/or large commercial lines accounts, ensuring high-quality service and client satisfaction.

BankingFinancial ServicesInsuranceLending

Responsibilities

Services Commercial Lines Book of Business, including:

Builds and solidifies relationships with existing clients by providing ongoing customer care

Endorsements

Billing/payments (invoice transactions, record payments, prepare finance agreements)

Assists Claims Coordinator (when needed)

Creates new/renewal business submissions

Loss runs (create letters, order loss runs/obtain/order experience modifiers)

Gathers & helps complete supplemental applications & supporting documentation

Issues certificates, evidence of insurance, auto id cards, and binders

Processes and mails out policies

Creates proposals for Producers

Cancellation tracking and processing (pending and canceled)

Audit tracking

Issues and Processes Bonds

In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner

Supports one or more Producers and is the first line of contact when the Producer is not available

Remarkets accounts when necessary

Account rounding for existing Commercial Lines business

Rating and Comparisons

Builds carrier relationships and keeps up with carrier updates and underwriting information

Maintains complete and accurate client and policy data and documents within the operating systems

Qualification

Commercial Lines insuranceProperty & Casualty LicenseAccount managementApplied EpicMicrosoft OfficeInsurance Carrier websitesCustomer careRelationship buildingTeam collaborationAttention to detail