Join Our Team!
We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job TitleInsurance Personal Lines Account Manager
Job Description
SUMMARY
The primary role of a personal lines account manager is to assist our customers. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our sales agents.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
1. Service Personal Lines Book of Business
a. Endorsements
b. Billing/payments (monthly installments, questions & mortgage down payments)
c. Claims
d. Renewal Tracking
e. Cancellation tracking and process (pending and cancelled)
f. Underwriting issues on policies
2. Remarkets
3. Quote account rounds for existing PL business
4. Secondary in issuing PL New Business Policies
5. Backup for support and quoting new business
ADDITIONAL DUTIES AND RESONSIBILITIES
- Primary in answering incoming calls
- Distribute mail when needed
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
- College degree preferred
- Industry knowledge preferred
- Insurance License preferred
- Obtain and maintain applicable licensing
Technical/Functional Competencies
- Proficient in PC operating systems o Microsoft office
- Carrier websites
- RightFax
- Agency management system
- Comparative rater
- DocuSign
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
For Physical Requirements and Working Conditions see attached form.
All Locations:Durant-Main
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
What We Do
First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas.
First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations
At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com.
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Member FDIC
NMLS # 400025
