Commercial Lines Account Manager | Tulsa, OK

Commercial Lines Account Manager | Tulsa, Oklahoma
  • Full-Time Position
  • Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
  • Provides professional, courteous service to our clients
  • Provides a high level of support to Producers in obtaining, maintaining, and expanding business
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
  • Makes appropriate recommendations to clients in response to those changes
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers
  • Troubleshoots billing issuesPrepares reports for management as required
Skills & Requirements
  • At least 3 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred
  • Excellent oral and written English communications skills along with superior customer service and problem solving skills
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
  • Ability to work in a team environment
  • Ability to work a regular, full-time work schedule and ability to travel on business when required
  • High School diploma or equivalent; AA and/or college degree preferred
  • Currently licensed in good standing in required lines and states
  • Current with all necessary CE credits in required lines and states
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
  • $35,000-$43,000/year