Oklahoma - Direct Hire - Commercial Account Manager, Property and Casualty Insurance

Norman, OK (hybrid)
Commercial Account Manager,
Property and Casualty Insurance

Active Property and Casualty license (Oklahoma) + 2-4 yrs account management experience

Direct Hire
Negotiable Salary

(sponsorship not available)

Submit resume via: www.bkoutlooks.com


Job Qualifications: ✨

-Active Property and Casualty license (Oklahoma)
-Preferred: Chartered Property Casualty Underwriter -or- Certified Insurance Counselor designations
-Bachelor’s Degree
-2-4 yrs account management experience

Job Responsibilities: ✨

-Upon receipt of new business application or renewal instructions, accurately complete applications for new and renewal business. -Prepare proposals and complete application in coordination with producers, submit applications to eligible and appropriate carriers and, when requested, obtain client signatures on all applications.
-Follow-up to ensure timely receipt of quotations and policies.
-Perform all necessary rating sufficient for policy quotation and/or issuance on carrier website or rating programs.
-Calculate premium if company-rating program is available.
-Responsible for the issuance of premium bearing binders, invoices, and resolving carrier accounting discrepancies.
-Prepare binders, certificates, account summaries, endorsements, policies, lost policy releases and account balance status when requested.
-Ensure items are delivered and/or mailed to client.
-Initiate correspondence with companies and clients.
-Maintain follow-up and suspense file on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow-up on overdue and suspense items.
-Maintain expiration control log.
-Request renewals, endorsements and other needed data from the companies and insureds. -Solicit Producer/Account Executive assistance, when necessary, in order to issue coverage in a timely, efficient manner.
-Bind coverage within agency underwriting authority.
-Check new and renewal policies, endorsements, audits, cancellations and promptly handle for accuracy in rating, typing, coverage, signatures and input these transactions to generate billing invoices and quality products for our customers.
-Maintain files in an orderly, up-to-date manner.
-Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency standards. -Process and follow-up on cancelation request to carriers to ensure accurate and timely resolution.
-Receive phone calls from clients and companies and comply with the request and/or refer to the Producer/Account Executive.
-Refer current and prospective clients to Employee Benefits or Personal Insurance Department, or to a Commercial Producer, for solicitation of those lines of business.
-Participate in seminars and other training, to maintain required licenses and for knowledge and skill development.

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