Personal Lines Assistant
BancFirst, Tulsa, OK, United States
BancFirst Insurance Services, 220 E. 8th St., Suite B Tulsa, OK 74119
Full Time
Personal Lines Assistant Tulsa, OK
Onsite Position
POSITION SUMMARY This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES New, Renewal, Endorsement, and Audit
Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.
If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.
Assist the Account Manager on special projects/mail outs/submissions as needed or requested.
Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
REQUIREMENTS
Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline
High School Education mandatory with college degree preferred
Ability to learn Property and Casualty Insurance in a fast paced environment
Requirement of obtaining insurance license within 6 months to 1 year.
Ability to operate computers and general office equipment
Excellent customer services skills and work ethic required
Work well individually and with a team while maintaining a positive attitude
Must demonstrate a business professional image and demeanor
Must be able to communicate professionally both verbally and in writing
Work well under stress and deadlines while managing multiple tasks
Attendance and punctuality is an essential function of the job
PREFERRED SKILLS Non-applicable
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry up to 10 pounds
LOCATION BancFirst Insurance Services, Inc. 220 E. 8th Street Tulsa, OK 74119
HOURS
Full Time
M-F
ABOUT BANC FIRST Hometown service, statewide strength. BancFirst 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.
EOE - BancFirst is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.
#J-18808-Ljbffr
Full Time
Personal Lines Assistant Tulsa, OK
Onsite Position
POSITION SUMMARY This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES New, Renewal, Endorsement, and Audit
Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.
If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.
Assist the Account Manager on special projects/mail outs/submissions as needed or requested.
Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
REQUIREMENTS
Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline
High School Education mandatory with college degree preferred
Ability to learn Property and Casualty Insurance in a fast paced environment
Requirement of obtaining insurance license within 6 months to 1 year.
Ability to operate computers and general office equipment
Excellent customer services skills and work ethic required
Work well individually and with a team while maintaining a positive attitude
Must demonstrate a business professional image and demeanor
Must be able to communicate professionally both verbally and in writing
Work well under stress and deadlines while managing multiple tasks
Attendance and punctuality is an essential function of the job
PREFERRED SKILLS Non-applicable
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry up to 10 pounds
LOCATION BancFirst Insurance Services, Inc. 220 E. 8th Street Tulsa, OK 74119
HOURS
Full Time
M-F
ABOUT BANC FIRST Hometown service, statewide strength. BancFirst 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.
EOE - BancFirst is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.
#J-18808-Ljbffr