Personal Lines Account Manager

BancFirst
Tulsa, OK
Category Customer Service
Job Description
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. The position involves renewal and new business, accounting, and general tasks such as preparing and issuing renewal certificates, processing automatic renewals, and working with clients, carriers, and other employees in the office.

Requirements

  • 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

Benefits

  • Paid time off
  • Insurance
  • Trust services
  • Investment services
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