Personal Lines Account Manager

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    "requisitionDescription": "<div><div><p><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.9.7/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\">&nbsp;<link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.9.7/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"></p><div class=\"fr-view\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.14.30/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.2.8/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\">&nbsp;</div><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;' id=\"isPasted\"><strong><span style='font-size:32px;font-family:\"Garamond\",serif;color:#003366;'>Personal Lines Account Manager I</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-size:32px;font-family:\"Garamond\",serif;color:#003366;'>Tulsa, OK</span></strong><span style='font-size:15px;font-family:\"Garamond\",serif;color:#4F81BD;'>&nbsp;&nbsp;</span><span style='font-size:15px;font-family:\"Garamond\",serif;'>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:15px;font-family:\"Garamond\",serif;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-size:15px;font-family:\"Garamond\",serif;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><em><span style='font-family:\"Garamond\",serif;'>Onsite Position</span></em></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><em><span style='font-family:\"Garamond\",serif;'>BancFirst Insurance Services, 220 E. 8<sup>th</sup> St., Suite B Tulsa, OK 74119</span></em></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><em><span style='font-family:\"Garamond\",serif;'>Full Time</span></em></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>POSITION SUMMARY</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-family:\"Garamond\",serif;'>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.</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;text-align:justify;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>ESSENTIAL DUTIES AND RESPONSIBILITIES</span></strong><span style='font-family:\"Garamond\",serif;'>&nbsp;include the following:&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><ul style=\"margin-left: -0.25in;\"><li><strong><span style='font-family:\"Garamond\",serif;'>Renewal &amp; New Business</span></strong><ul style=\"list-style-type: undefined;\"><li><span style='font-family:\"Garamond\",serif;'>May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance. &nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>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. &nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>In coordination with the producer, if one is present, prepares and sends out submissions to markets and/or quote products on-line. &nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Review quotes, make recommendations, and verify that coverages are as requested and prepare proposal;&nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;&nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Ensure Auto ID&rsquo;s are issued in advance of renewal.</span></li><li><span style='font-family:\"Garamond\",serif;'>Prepare and issue renewal certificates. &nbsp;&nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Process automatic renewals from companies in advance of expiration;</span></li><li><span style='font-family:\"Garamond\",serif;'>Work with Processor(s) &nbsp;to prepare policies to send being sure to check work prepared;</span></li><li><span style='font-family:\"Garamond\",serif;'>Prepare summaries and complete policy checks.&nbsp;</span></li></ul></li></ul><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><ul style=\"margin-left: -0.25in;\"><li><strong><span style='font-family:\"Garamond\",serif;'>Accounting/Audits</span></strong><ul style=\"list-style-type: undefined;\"><li><span style='font-family:\"Garamond\",serif;'>Responsible for resolving accounting discrepancies to producers and clients. &nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.</span></li></ul></li></ul><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><ul style=\"margin-left: -0.25in;\"><li><strong><span style='font-family:\"Garamond\",serif;'>General&nbsp;</span></strong></li></ul><ul style=\"list-style-type: undefined;margin-left:0in;\"><li><span style='font-family:\"Garamond\",serif;'>Requests and tracks the processing of policy changes and endorsements; works with Processor(s)/Assistants in execution of this process</span></li><li><span style='font-family:\"Garamond\",serif;'>Ensures the accuracy of information in the Agency Management System;&nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Issues certificates within 24 hours and Auto ID Cards</span></li><li><span style='font-family:\"Garamond\",serif;'>Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.&nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Responsible for the accuracy of work given to Processor(s). &nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Processes endorsements w/ assistance from Processor(s).</span></li><li><span style='font-family:\"Garamond\",serif;'>Maintains positive and professional working relationships with clients, carriers and other employees in the office.</span></li><li><span style='font-family:\"Garamond\",serif;'>Regular and consistent attendance is an essential function of this position</span></li></ul><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>REQUIREMENTS/QUALIFICATIONS</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;'><strong><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></strong></p><ul style=\"list-style-type: undefined;margin-left:21.5px;\"><li><span style='font-family:\"Garamond\",serif;'>High School education required with college degree preferred or equivalent experience &amp;/or education</span></li><li><span style='font-family:\"Garamond\",serif;'>Good working knowledge of Personal Property/Casualty coverages.</span></li><li><span style='font-family:\"Garamond\",serif;'>Current insurance license and should be working toward or hold the CISR designation</span></li><li><span style='font-family:\"Garamond\",serif;'>Typically has at least one year of experience in a processor P/L role</span></li><li><span style='font-family:\"Garamond\",serif;'>Ability to work with computer technology including use of Word and Excel or other relevant programs. &nbsp;</span></li><li><span style='font-family:\"Garamond\",serif;'>Ability to operate computers and general office equipment</span></li><li><span style='font-family:\"Garamond\",serif;'>Aptitude for accuracy in mathematical calculations</span></li><li><span style='font-family:\"Garamond\",serif;'>Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.</span></li><li><span style='font-family:\"Garamond\",serif;'>Organizational and Time Management skills to prioritize workloads and meet deadlines.</span></li><li><span style='font-family:\"Garamond\",serif;'>Keep up with continuing education requirements for licensing. &nbsp;Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility. &nbsp;</span></li></ul><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;background:white;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;background:white;'><span style='font-family:\"Garamond\",serif;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;background:white;' id=\"isPasted\"><strong><span style='font-size:15px;font-family:\"Garamond\",serif;color:green;background:white;'>Hometown service, statewide strength.</span></strong><span style='font-size:15px;font-family:\"Garamond\",serif;color:black;background:white;'>&nbsp;<strong>BancFirst</strong> is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty 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.<br>&nbsp;EOE - BancFirst is an Equal Opportunity employer.</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;background:white;'><span style='font-size:13px;font-family:\"Garamond\",serif;color:black;'>&nbsp;</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:15px;font-family:\"Calibri\",sans-serif;background:white;'><strong><em><span style='font-size:13px;font-family:\"Garamond\",serif;color:#262321;'>Diversity&hellip;Our differences enhance business performance.</span></em></strong></p><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/23.2.8/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.7.18/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/22.3.26/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><p id=\"isPasted\" style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin:0in;margin-bottom:.0001pt;'><br></p></div></div></div></div></div></div></div></div>\n",
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