Insurance Commercial Lines Senior Account Manger

First United Bank - Moore, OK

Full-time - Mid Level

Moore, OK

Credit Intermediation and Related Activities

About the position

The Insurance Commercial Lines Senior Account Manager is responsible for servicing a portfolio of middle market and large commercial lines accounts. This role focuses on delivering high-quality service to both internal and external clients, contributing to client retention, satisfaction, and overall agency value. The position plays a crucial role in maintaining customer relationships and directly impacts policy and premium retention rates, while also supporting Producers in their efforts.

Responsibilities

• Service Commercial Lines Book of Business
• Build and solidify relationships with existing clients through ongoing customer care
• Manage endorsements and billing/payments including invoice transactions and finance agreements
• Assist Claims Coordinator as needed
• Create new and renewal business submissions
• Generate loss runs and obtain experience modifiers
• Gather and complete supplemental applications and supporting documentation
• Issue certificates, evidence of insurance, auto ID cards, and binders
• Process and mail out policies
• Create proposals for Producers
• Track and process cancellations
• Conduct audit tracking
• Issue and process bonds
• Lead the renewal process in partnership with the Production team
• Support Producers as the first line of contact when they are unavailable
• Remarket accounts when necessary
• Perform account rounding for existing Commercial Lines business
• Conduct rating and comparisons
• Build carrier relationships and stay updated on underwriting information
• Maintain complete and accurate client and policy data within operating systems

Requirements

• High School Diploma or GED equivalent; College Degree preferred
• 3-7 years of Commercial Lines insurance account management experience
• Oklahoma and TX Property & Casualty Insurance License
• Thorough knowledge of commercial lines coverages and markets
• Experience handling large, complex risks
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable
• Proficient in PC operating systems - Applied Epic
• Proficient in Microsoft Office - Outlook, Word, Excel, etc.
• Knowledge of and experience with Insurance Carrier websites

Benefits

• Career growth opportunities
• Family-friendly work environment
• Strong community ties
• Exceptional customer service culture
• Recognition as a top employer in Oklahoma