Commercial Insurance Account Manager
- Employer
- Capstone Search Group
- Location
- Tulsa, Oklahoma
- Salary
- Confidential Salary
- Posted
- Nov 01, 2022
- Closes
- Dec 19, 2022
- Ref
- MNN9056
- Category
- Customer Service, Marketing / Communications
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
Due to an upcoming retirement, one of Tulsa’s premier independent insurance agencies is immediately hiring for an experienced client service professional as a Commercial Insurance Account Manager. The company has a long history of stable ownership, low turnover, and a family friendly culture. Here is an overview of the job highlights:
- Location: Tulsa, OK.
- Book of Business: This position requires general, all-lines commercial insurance policy knowledge with small and medium sized accounts. You will manage the daily activity of a sizable book across many industries with some leanings towards construction and surety business.
- Systems: The agency uses Applied EPIC. Familiarity with EPIC or a similar agency management system helps speed up your new hire training.
- Team: You’ll work closely with a team of experienced account managers to support the producers with servicing, marketing and retaining their legacy books of business.
Duties & Responsibilities
For new and renewal clients:
- Build, maintain, and strengthen relationships with your accounts.
- Expand relationships with various insurance carriers.
- Market services to accounts.
- Perform account administration.
- Handle renewals.
- Address and resolve any problems/concerns that arise.
Skills & Experience
- At least two (2) years of commercial property and casualty insurance account management experience.
- Active insurance license.
Compensation, Benefits, & Perks
Comprehensive employee benefits package including group medical, dental, vision, life, disability, + a 401(k) company program + a competitive PTO plan.