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    Insurance Account Manager - Edmond, United States - First United Bank

    First United Bank
    First United Bank Edmond, United States

    3 weeks ago

    Default job background
    Full time
    Description

    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 Title

    Insurance Account Manager

    Job Description

    SUMMARY

    The primary role of an Insurance Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieve operating/margin targets and fostering a culture of performance and continuous improvement. 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 Producers.

    MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

    • Services Commercial Lines Book of Business, including:
      • Builds and solidifies relationships with existing clients by providing ongoing customer care
      • Endorsements
      • Billing/payments (invoice transactions, record payments, prepare finance agreements)
      • Assists Claims Coordinator (when needed)
      • Creates new/renewal business submissions
      • Loss runs (create letters, order loss runs / obtain/order experience modifiers)
      • Gathers & helps complete supplemental applications & supporting documentation
      • Issues certificates, evidence of insurance, auto id cards, and binders
      • Processes and mails out policies
      • Creates proposals for Producers
      • Cancellation tracking and processing (pending and cancelled)
      • Audit tracking
      • Issues and Processes Bonds
    • In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
    • Supports one or more Producers and is the first line of contact when the Producer is not available
    • Remarkets accounts when necessary
    • Account rounding for existing Commercial Lines business
    • Rating and Comparisons
    • Builds carrier relationships and keeps up with carrier updates and underwriting information
    • Maintains complete and accurate client and policy data and documents within the operating systems

    EMPLOYEE SPECIFICATIONS

    This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.

    Education and Work Experience

    • High School Diploma or GED equivalent, College Degree preferred
    • 3-7 years Commercial Lines insurance account management experience is required
    • Oklahoma and TX Property & Casualty Insurance License
    • Thorough knowledge of commercial lines coverages and markets
    • Experience with handling large, complex risks
    • Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

    Technical/Functional Competencies

    • Proficient in PC operating systems – Applied Epic
    • Proficient in Microsoft Office - Outlook, Word, Excel, etc.
    • Knowledge of and experience with Insurance Carrier websites

    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.

    All Locations:

    Edmond

    If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.

    First United Bank is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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