Insurance Small Business Account Manager
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Job Summary
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. Thats 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 Insurance Small Business Account Manager performs the essential functions of the position which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales service and quality standards adopted by the agency.
- Service Commercial Lines Book of Business
- Endorsements
- Billing/payments (invoice transactions record payments prepare finance agreements)
- Claims
- Create new/renewal business submissions
- Loss runs (create letters order loss runs / obtain/order experience modifiers)
- Gather & help complete supplemental applications & supporting documentation
- Issue certificates evidence of insurance auto id cards and binders
- Check and mail out policies
- Create proposals for agent- if needed
- Cancellation tracking and processing (pending and cancelled)
- Audit tracking
- Bonds
- Remarkets
- Quote account rounds for existing Commercial Lines business
- Keep up with carrier updates and underwriting information
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School diploma or GED equivalent; College degree preferred
- 2 years account management in the insurance industry is required
- Obtain and maintain applicable licensing
- Insurance designation preferred
- Proficient in PC operating systems- Applied Epic
- Proficient Microsoft office
- Knowledge of and experience with Carrier websites
- Knowledge of and experience with Comparative rater 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.
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.
Required Experience:
IC
