Insurance Commercial Lines Senior Account Manager

First United Bank • Moore, OK

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About The Position

The Commercial Lines Senior Account Manager provides high-quality, efficient day-to-day account management and customer service for a group of middle-market and/or large commercial lines accounts. The role contributes to client retention and satisfaction, strengthens the agency’s value to clients and prospects, supports operating and margin targets, and promotes performance and continuous improvement. The position is essential to maintaining existing customers and supporting policy and premium retention, and it provides support to Producers.

The Account Manager services a commercial lines book of business, builds relationships with existing clients, and partners with the Production team to lead the renewal process and deliver timely, high-quality solutions. The role supports one or more Producers, serves as their first line of contact when they are unavailable, and maintains accurate client and policy data and documentation in agency operating systems. Other related duties may be assigned as needed.

Requirements

• High school diploma or GED equivalent.
• Three to seven years of Commercial Lines insurance account management experience.
• Oklahoma and Texas Property & Casualty Insurance License.
• Thorough knowledge of commercial lines coverages and markets.
• Experience handling large, complex risks.
• Proficiency with PC operating systems, including Applied Epic.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Knowledge of and experience with insurance carrier websites.

Nice To Haves

• College degree preferred.
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable.

Responsibilities

• Build and maintain relationships with existing clients through ongoing customer care.
• Process policy endorsements, billing and payment transactions, and finance agreements.
• Assist the Claims Coordinator when needed.
• Create new and renewal business submissions.
• Create loss-run letters and order loss runs and experience modifiers.
• Gather and help complete supplemental applications and supporting documentation.
• Issue certificates, evidence of insurance, auto ID cards, and binders.
• Process and mail policies.
• Create proposals for Producers.
• Track and process pending and completed cancellations.
• Track audits.
• Issue and process bonds.
• Partner with the Production team and take a leadership role in renewals to deliver high-quality solutions on time.
• Support one or more Producers and serve as the first point of contact when a Producer is unavailable.
• Remarket accounts when necessary.
• Round existing Commercial Lines accounts.
• Perform rating and comparisons.
• Build carrier relationships and stay current on carrier updates and underwriting information.
• Maintain complete and accurate client and policy data and documents in operating systems.
• Perform other related duties as assigned to support organizational needs.

Benefits

• The company describes opportunities for employees to learn, grow, and follow their passions.
• First United reports being voted one of the top places to work in Oklahoma since 2009 and refers applicants to information about its employee benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED