Personal Lines Account Manager I
Tulsa, OK
Onsite Position
BancFirst Insurance Services, 220 E. 8th St., Suite B Tulsa, OK 74119
Full Time
POSITION SUMMARY
This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
- Renewal & New Business
- 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.
- Accounting/Audits
- 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.
- General
- 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 this position
REQUIREMENTS/QUALIFICATIONS
- 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.
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.
Skills 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
- Organizational and Time Management skills
- Keep up with continuing education requirements for licensing
- Above average verbal, written and interpersonal skills
BancFirst Corporation Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BancFirst Corporation and has not been reviewed or approved by BancFirst Corporation.
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Healthcare Strength — Medical coverage is employer‑subsidized with broad coverage that includes some services at full coverage with preferred providers, supporting manageable out‑of‑pocket costs.
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Retirement Support — Employees have access to both a 401(k) with a company match and a broad‑based ESOP with discretionary company contributions, enhancing long‑term total compensation.
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Leave & Time Off Breadth — Company materials highlight generous paid time off and holidays, alongside resources such as an Employee Assistance Program and gym‑membership subsidies.
BancFirst Corporation Insights
What We Do
With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities. We are committed to investing in the future of our communities by offering personal and commercial products, trust, insurance, and investment services. For the 13th consecutive year, BancFirst is rated as one of the "Nation's Strongest and Safest Banks" by Bank Director magazine. For the 8th consecutive year, BancFirst is included on the KBW Bank Honor Roll. BancFirst is a publicly held company and is listed on the NASDAQ National Market System under the symbol BANF. Member FDIC • Equal Housing Lender
