First United Bank and Trust
Insurance Commercial Lines Senior Account Manager
First United Bank and Trust, Plano, Texas, us, 75086
Join Our Team!
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. That's 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.
SUMMARY The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Services Commercial Lines Book of Business, including:
Builds and solidifies relationships with existing clients by providing ongoing customer care
Endorsements
Billing/payments (invoice transactions, record payments, prepare finance agreements)
Assists Claims Coordinator (when needed)
Creates new/renewal business submissions
Loss runs (create letters, order loss runs/obtain/order experience modifiers)
Gathers & helps complete supplemental applications & supporting documentation
Issues certificates, evidence of insurance, auto id cards, and binders
Processes and mails out policies
Creates proposals for Producers
Cancellation tracking and processing (pending and canceled)
Audit tracking
Issues and Processes Bonds
In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
Supports one or more Producers and is the first line of contact when the Producer is not available
Remarkets accounts when necessary
Account rounding for existing Commercial Lines business
Rating and Comparisons
Builds carrier relationships and keeps up with carrier updates and underwriting information
Maintains complete and accurate client and policy data and documents within the operating systems
EMPLOYEE SPECIFICATIONS This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Education and Work Experience
High School Diploma or GED equivalent, College Degree preferred
3-7 years of Commercial Lines insurance account management experience is required
Oklahoma and TX Property & Casualty Insurance License
Thorough knowledge of commercial lines coverages and markets
Experience with handling large, complex risks
Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable
Technical/Functional Competencies
Proficient in PC operating systems - Applied Epic
Proficient in Microsoft Office - Outlook, Word, Excel, etc.
Knowledge of and experience with Insurance Carrier 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.
All Locations: Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
#J-18808-Ljbffr
SUMMARY The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieving operating/margin targets, and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Services Commercial Lines Book of Business, including:
Builds and solidifies relationships with existing clients by providing ongoing customer care
Endorsements
Billing/payments (invoice transactions, record payments, prepare finance agreements)
Assists Claims Coordinator (when needed)
Creates new/renewal business submissions
Loss runs (create letters, order loss runs/obtain/order experience modifiers)
Gathers & helps complete supplemental applications & supporting documentation
Issues certificates, evidence of insurance, auto id cards, and binders
Processes and mails out policies
Creates proposals for Producers
Cancellation tracking and processing (pending and canceled)
Audit tracking
Issues and Processes Bonds
In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
Supports one or more Producers and is the first line of contact when the Producer is not available
Remarkets accounts when necessary
Account rounding for existing Commercial Lines business
Rating and Comparisons
Builds carrier relationships and keeps up with carrier updates and underwriting information
Maintains complete and accurate client and policy data and documents within the operating systems
EMPLOYEE SPECIFICATIONS This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Education and Work Experience
High School Diploma or GED equivalent, College Degree preferred
3-7 years of Commercial Lines insurance account management experience is required
Oklahoma and TX Property & Casualty Insurance License
Thorough knowledge of commercial lines coverages and markets
Experience with handling large, complex risks
Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable
Technical/Functional Competencies
Proficient in PC operating systems - Applied Epic
Proficient in Microsoft Office - Outlook, Word, Excel, etc.
Knowledge of and experience with Insurance Carrier 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.
All Locations: Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
#J-18808-Ljbffr