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BancFirst · 21 hours ago

Commercial Lines Account Manager

Shawnee, OK

Full-time

Onsite

Entry, Mid Level

1+ years exp

BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. The Commercial Lines Account Manager is responsible for servicing a book of business, managing renewals and new business, and ensuring customer satisfaction through timely and accurate service.

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 prepares and sends out submissions to markets and/or quote products on-line

Analyzes customer’s insurance needs and compares insurance packages considering risk and price of coverage

Authority to execute and bind the Agency and its customers to insurance and finance contracts

Review quotes, make recommendations, and verify that coverages are as desired 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/Assistant to prepare policies to send being sure to check work prepared

Prepare summaries and complete policy checks

Regular and consistent attendance is an essential function of the position

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 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/Assistant

Processes endorsements w/ assistance from Processor/Assistant

Maintains positive and professional working relationships with clients, carriers and other employees in the office

Qualification

Commercial Property/Casualty knowledgeCurrent insurance licenseCISR designationWordExcel proficiencyMathematical accuracyNegotiation skillsOrganizational skillsTime management skillsVerbal communicationWritten communicationInterpersonal skills