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The Position

Job Title

Insurance Commercial Lines Senior Account Manager

Job Description

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:

Austin-Seven Oaks, Edmond, Moore, 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 [email protected] 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.

About the company

First United Bank is a community banking organisation serving individuals, families and small-to-mid-sized businesses in Oklahoma and Texas. Its services include retail and commercial banking, mortgages, insurance, trust and brokerage products, with community banking locations supporting local customer relationships. Deposits, lending and treasury services support everyday money management, business cash flow and financing needs, while wealth services address longer-term financial goals. The bank combines personal service with digital channels, including online banking, account opening, bill payments and remote deposit capture. Established in 1900, First United Bank is headquartered in Durant, Oklahoma, United States.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Durant, OK

Founded

1900

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Simplify's Take

What believers are saying

Retirement savings receive support: First United matches 50% of employee contributions on up to 6% of monthly salary.
Study support follows a year of service: eligible full-time employees receive up to $2,000 annually for approved education.
Systems work includes peer learning: the Plano HRIS role engages with Workday Community, customer groups and professional networks.

What critics are saying

Customer service includes sales targets: the Oklahoma City relationship-banker vacancy requires meeting or exceeding established performance goals.
Digital support requires prior experience: the Durant specialist vacancy requires two to five years in digital or online banking operations.
Systems eligibility requires experience: the senior analyst vacancy requires five years in HRIS and three to five years with Workday.

What makes First United Bank unique

Ownership is private: the exact corporate profile identifies First United as a privately held company.
Its purpose uses four pillars: First United organises Spend Life Wisely around faith, finances, wellness and personal growth.
Its network has regional breadth: First United lists 75 community banks across Oklahoma and Texas.

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First United Bank