First United Bank · 22 hours ago
Insurance Commercial Lines Customer Service Agent
Plano, TX
Full-time
Onsite
New Grad, Entry LevelFirst United Bank is a learning organization that values growth and employee satisfaction, having been recognized as one of the top places to work in Oklahoma. The Commercial Lines Customer Service Agent will support the agency sales team by managing the small business renewal process and nurturing client relationships while meeting sales, service, and quality standards.
BankingFinancial ServicesInsuranceLending
Responsibilities
Service Commercial Lines Book of Business
Endorsements
Billing/payments (invoice transactions, record payments, prepare finance agreements)
Claims
Create new/renewal business submissions
Loss runs (create letters, order loss runs / obtain/order experience modifiers)
Gather & help complete supplemental applications & supporting documentation
Issue certificates, evidence of insurance, auto id cards and binders
Check and mail out policies
Create proposals for agent- if needed
Cancellation tracking and processing (pending and cancelled)
Audit tracking
Bond
Remarkets
Quote account rounds for existing CL business
Keep up with carrier updates and underwriting information
Qualification
Required
High School diploma or GED equivalent
Obtain and maintain applicable licensing
Proficient in PC operating systems- Applied Epic
Proficient Microsoft office
Knowledge of and experience with Carrier websites
Knowledge of and experience with Comparative rater websites
Preferred
College degree
Industry knowledge
Insurance designation
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
Founded in 1900
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
Executive Vice President
Recent News
2026-01-13
2025-11-11
2025-10-22
Company data provided by crunchbase