The James Allen Companies Inc
Account Manager
About the Opportunity The James Allen Companies Inc has been engaged by a rapidly growing independent insurance agency with a commercial division led by women who specialize in the oil and gas industry. The team combines strong technical expertise with deep industry knowledge and is intentionally built to be different from a traditional agency.
The organization focuses on middle market accounts in oil and gas, construction, manufacturing, and environmental risks. They leverage leading technology platforms and place business with multiple group captive insurance programs.
Culture is their greatest asset. Hiring, promotion, and even termination decisions are made through the lens of clearly defined core values.
Core Values
Integrity They are honest, transparent, and keep their commitments every time. They uphold high ethical standards and build trust through accountability and authenticity.
Teamwork They are only as strong as the weakest link. Team members support and empower one another so the whole team succeeds.
Serve They serve with passion and purpose. With a helpful spirit, they do more than meet expectations and consistently exceed them.
Winning They bring their very best to everything they do. With a competitive mindset, they pursue results with the heart of a champion.
Learn They seek knowledge that fuels their future. Growth is intentional and comes from a commitment to continuous learning.
Grit They persevere with resilience and determination. With sleeves rolled up, they face challenges directly and keep moving forward.
Position Summary The client is seeking an experienced Commercial Insurance Account Manager with a strong background in middle market and large commercial accounts. This person should come from a competitive, metrics driven environment and be ready to join a growing organization that values exceptional client service and operational excellence.
Key Responsibilities
Deliver high quality, relationship focused client service
Manage the full renewal process, including gathering information, marketing accounts, preparing proposals, and presenting to clients
Issue certificates of insurance with a two hour response standard
Document all client and carrier communications in Applied Epic
Set up CSR24 for clients and use Indio to obtain renewal information
Request and manage loss runs using Loss Run Pro
Process policy endorsements accurately and efficiently
Communicate clearly and professionally with clients and carriers by phone and email
Help train and support less experienced team members
Requirements
Ten or more years of commercial lines experience as a middle market or large account Customer Service Representative or Account Manager
Proficiency with Applied Epic
Strong verbal and written communication skills
High attention to detail with a strong sense of personal accountability
Comfortable with direct and candid communication
Ability to excel in a fast paced and evolving environment
Experience insuring contractors
Experience working remotely if applying for a remote role
Availability during core business hours from 8:00 a.m. to 5:00 p.m. Central time
Experience managing large schedules of vehicles and equipment
Residence in Oklahoma or Texas
Experience with middle market oil and gas accounts with annual premiums greater than 250,000
Preferred Qualifications
Experience insuring oil and gas companies
Proficiency with Indio and CSR24
Professional designations such as CRIS, CRIR, CIC, CLCS, or ERIS
Experience working with carriers such as Travelers, BITCO, NAICO, Mid Continent, Chubb, and with captive insurance programs
Contract surety experience
Work Environment
Team oriented, entrepreneurial culture with collaborative decision making
Competitive environment with a strong focus on writing new business and the opportunity to contribute to a high performing team
A 6,000 square foot flagship office in Oklahoma City with abundant natural light, whiteboard walls, and a state of the art conference room
Building amenities include a café, outdoor patio, and gym
Remote work option available for proven remote performers with references that can verify past success working from home
Benefits
Health, dental, and vision insurance
Gym membership at the on site gym
Remote work flexibility for qualified candidates with prior remote experience
Paid time off
401(k) after six months
Agency performance bonus opportunity
Significant growth potential, including advancement into marketing, production, and other leadership or specialty roles as the agency continues to expand
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About the Opportunity The James Allen Companies Inc has been engaged by a rapidly growing independent insurance agency with a commercial division led by women who specialize in the oil and gas industry. The team combines strong technical expertise with deep industry knowledge and is intentionally built to be different from a traditional agency.
The organization focuses on middle market accounts in oil and gas, construction, manufacturing, and environmental risks. They leverage leading technology platforms and place business with multiple group captive insurance programs.
Culture is their greatest asset. Hiring, promotion, and even termination decisions are made through the lens of clearly defined core values.
Core Values
Integrity They are honest, transparent, and keep their commitments every time. They uphold high ethical standards and build trust through accountability and authenticity.
Teamwork They are only as strong as the weakest link. Team members support and empower one another so the whole team succeeds.
Serve They serve with passion and purpose. With a helpful spirit, they do more than meet expectations and consistently exceed them.
Winning They bring their very best to everything they do. With a competitive mindset, they pursue results with the heart of a champion.
Learn They seek knowledge that fuels their future. Growth is intentional and comes from a commitment to continuous learning.
Grit They persevere with resilience and determination. With sleeves rolled up, they face challenges directly and keep moving forward.
Position Summary The client is seeking an experienced Commercial Insurance Account Manager with a strong background in middle market and large commercial accounts. This person should come from a competitive, metrics driven environment and be ready to join a growing organization that values exceptional client service and operational excellence.
Key Responsibilities
Deliver high quality, relationship focused client service
Manage the full renewal process, including gathering information, marketing accounts, preparing proposals, and presenting to clients
Issue certificates of insurance with a two hour response standard
Document all client and carrier communications in Applied Epic
Set up CSR24 for clients and use Indio to obtain renewal information
Request and manage loss runs using Loss Run Pro
Process policy endorsements accurately and efficiently
Communicate clearly and professionally with clients and carriers by phone and email
Help train and support less experienced team members
Requirements
Ten or more years of commercial lines experience as a middle market or large account Customer Service Representative or Account Manager
Proficiency with Applied Epic
Strong verbal and written communication skills
High attention to detail with a strong sense of personal accountability
Comfortable with direct and candid communication
Ability to excel in a fast paced and evolving environment
Experience insuring contractors
Experience working remotely if applying for a remote role
Availability during core business hours from 8:00 a.m. to 5:00 p.m. Central time
Experience managing large schedules of vehicles and equipment
Residence in Oklahoma or Texas
Experience with middle market oil and gas accounts with annual premiums greater than 250,000
Preferred Qualifications
Experience insuring oil and gas companies
Proficiency with Indio and CSR24
Professional designations such as CRIS, CRIR, CIC, CLCS, or ERIS
Experience working with carriers such as Travelers, BITCO, NAICO, Mid Continent, Chubb, and with captive insurance programs
Contract surety experience
Work Environment
Team oriented, entrepreneurial culture with collaborative decision making
Competitive environment with a strong focus on writing new business and the opportunity to contribute to a high performing team
A 6,000 square foot flagship office in Oklahoma City with abundant natural light, whiteboard walls, and a state of the art conference room
Building amenities include a café, outdoor patio, and gym
Remote work option available for proven remote performers with references that can verify past success working from home
Benefits
Health, dental, and vision insurance
Gym membership at the on site gym
Remote work flexibility for qualified candidates with prior remote experience
Paid time off
401(k) after six months
Agency performance bonus opportunity
Significant growth potential, including advancement into marketing, production, and other leadership or specialty roles as the agency continues to expand
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