Personal Lines Assistant
Plano, OK
Onsite Position
BancFirst Insurance Services, 5801 Headquarters Dr., Suite 975, Plano, TX 75024
Full Time
POSITION SUMMARY
This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
- New, Renewal, Endorsement, and Audit
- Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
- In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.
- If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.
- Assist the Account Manager on special projects/mail outs/submissions as needed or requested
REQUIREMENTS/QUALIFICATIONS
- High School Education mandatory with college degree preferred.
- Ability to learn Property and Casualty insurance in a fast paced environment.
- 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 and attention to detail.
- Organizational and Time Management skills to prioritize workloads and meet deadlines.
- Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.
- Requirement of obtaining insurance license within 6 months to 1 year.
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 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
- College degree
- Ability to learn Property and Casualty insurance
- Familiarity with computer technology and ability to use Microsoft Word and Excel
- Ability to operate computers and general office equipment
- Aptitude for accuracy and attention to detail
- Organizational and time management skills to prioritize workloads and meet deadlines
- Above average verbal, written and interpersonal communication skills
- Must obtain insurance license within 6 months to 1 year
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
