BancFirst · 3 months ago
Personal Lines Account Manager
BFINS - Shawnee, Shawnee, OK, US
Full-time
Onsite
Entry Level
1+ years expBancFirst Insurance Services, Inc. is a growing independent insurance agency looking for a Personal Lines Insurance Account Manager. This role is responsible for servicing a book of business, managing renewals and new business, and ensuring accuracy in policy processing and accounting.
BankingCommercialFinancial Services
Responsibilities
May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance
On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer
In coordination with the producer, if one is present, prepares and sends out submissions to markets and/or quote products on-line
Review quotes, make recommendations, and verify that coverages are as requested and prepare proposal
Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted
Ensure Auto ID’s are issued in advance of renewal
Prepare and issue renewal certificates
Process automatic renewals from companies in advance of expiration
Work with Processor(s) to prepare policies to send being sure to check work prepared
Prepare summaries and complete policy checks
Responsible for resolving accounting discrepancies to producers and clients
Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old
Requests and tracks the processing of policy changes and endorsements; works with Processor(s)/Assistants in execution of this process
Ensures the accuracy of information in the Agency Management System
Issues certificates within 24 hours and Auto ID Cards
Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed
Responsible for the accuracy of work given to Processor(s)
Processes endorsements w/ assistance from Processor(s)
Maintains positive and professional working relationships with clients, carriers and other employees in the office
Regular and consistent attendance is an essential function of the position
Qualification
Required
High School education required with college degree preferred or equivalent experience &/or education
Good working knowledge of Personal Property/Casualty coverages
Current insurance license and should be working toward or hold the CISR designation
Typically has at least one year of experience in a processor P/L role
Ability to work with computer technology including use of Word and Excel or other relevant programs
Ability to operate computers and general office equipment
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
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
Benefits
Very competitive compensation and benefit package
Excellent benefits
Company
BancFirst
With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$3.65M2015-04-28Post Ipo Equity· $3.65M
1993-04-08IPO
Leadership Team
Kevin Callahan
Chief Technology Officer
Kevin Lawrence
Chief Financial Officer
Recent News
2025-10-17
2025-07-18
The Journal Record
2025-07-08
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