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Hybrid Commercial Lines Account Manager na BancFirst

BancFirst · Dallas, Estados Unidos Da América · Hybrid

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Commercial Lines Account Manager

Dallas, TX                                                      

 

 

 

Onsite Position

BancFirst Insurance Services, 5800 Granite Parkway, Suite 400, Plano, TX 75024

 

 

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 prepares and sends out submissions to markets and/or quote products on-line.
  • Analyzes customer’s insurance needs and compares insurance packages considering risk and price of coverage.
  • Authority to execute and bind the Agency and its customers to insurance and finance contracts.  
  • Review quotes, make recommendations, and verify that coverages are as desired 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/Assistant  to prepare policies to send being sure to check work prepared;
  • Prepare summaries and complete policy checks. 
  • Regular and consistent attendance is an essential function of the position.

 

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 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/Assistant.  
  • Processes endorsements w/ assistance from Processor/Assistant.
  • Maintains positive and professional working relationships with clients, carriers and other employees in the office.

 

 

QUALIFICATIONS

 

  • High School education required with college degree preferred or equivalent experience &/or education
  • Typically have spent 1 to 2 years as a Processor and/or Assistant Account Manager
  • Good working knowledge of Commercial Property/Casualty coverages.
  • Current insurance license and should be working toward or hold the CISR designation
  • 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.
  • 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 $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA – BancFirst is an Equal Opportunity Employer.

 

Diversity…Our differences enhance business performance.


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