Personal Lines Assistant

BancFirst CorporationTulsa, OK
7hOnsite

About The Position

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.

Requirements

  • Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline
  • High School Education mandatory with college degree preferred
  • Ability to learn Property and Casualty Insurance in a fast paced environment
  • Requirement of obtaining insurance license within 6 months to 1 year.
  • Ability to operate computers and general office equipment
  • Excellent customer services skills and work ethic required
  • Work well individually and with a team while maintaining a positive attitude
  • Must demonstrate a business professional image and demeanor
  • Must be able to communicate professionally both verbally and in writing
  • Work well under stress and deadlines while managing multiple tasks
  • Attendance and punctuality is an essential function of the job

Responsibilities

  • 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
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