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.

Salary Range: $55,000.00 - $85,000.00 per year

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Life Insurance

Career Growth Opportunities

Retirement Plan

1. High School education required with college degree preferred or equivalent experience &/or education
2. Typically have spent 1 to 2 years as a Processor and/or Assistant Account Manager
3. Good working knowledge of Commercial Property/Casualty coverages.
4. Current insurance license and should be working toward or hold the CISR designation
5. Ability to work with computer technology including use of Word and Excel or other relevant programs.
6. Ability to operate computers and general office equipment
7. Aptitude for accuracy in mathematical calculations
8. Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
9. Organizational and Time Management skills to prioritize workloads and meet deadlines.
10. Verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

1. May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
2. 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.
3. In coordination with the producer prepares and sends out submissions to markets and/or quote products on-line.
4. Analyzes customers insurance needs and compares insurance packages considering risk and price of coverage.
5. Authority to execute and bind the Agency and its customers to insurance and finance contracts.
6. Review quotes, make recommendations, and verify that coverages are as desired and prepare proposal;
7. Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;
8. Ensure Auto IDs are issued in advance of renewal.
9. Prepare and issue renewal certificates.
10. Process automatic renewals from companies in advance of expiration;
11. Work with Processor/Assistant to prepare policies to send being sure to check work prepared;
12. Prepare summaries and complete policy checks.

BancFirst Insurance Services is a dynamic leader in risk management, offering comprehensive commercial, personal, and employee benefits solutions. Join our energetic team and contribute to a proven brand dedicated to protecting what matters most. We foster a professional environment where innovation thrives, empowering our employees to excel.