Personal Lines Assistant

Personal Lines Assistant

Tulsa, OK

Onsite Position

BancFirst Insurance Services, 220 E. 8th St., Suite B Tulsa, OK 74119

Full Time

POSITION SUMMARY

This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

New, Renewal, Endorsement, and Audit

Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.

In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.

If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.

Assist the Account Manager on special projects/mail outs/submissions as needed or requested

REQUIREMENTS:

Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline

High School Education mandatory with college degree preferred

Ability to learn Property and Casualty Insurance in a fast paced environment

Requirement of obtaining insurance license within 6 months to 1 year.

Ability to operate computers and general office equipment

Excellent customer services skills and work ethic required

Work well individually and with a team while maintaining a positive attitude

Must demonstrate a business professional image and demeanor

Must be able to communicate professionally both verbally and in writing

Work well under stress and deadlines while managing multiple tasks

Attendance and punctuality is an essential function of the job

PREFERRED SKILLS

Non-applicable

PHYSICAL REQUIREMENTS

Constant use of computer screens

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching

Ability to sit and/or stand for long periods of time during the workday

Long periods of typing and repetitive motion

Ability to lift and/or move and carry up to 10 pounds

LOCATION

BancFirst Insurance Services, Inc.

220 E. 8th Street

Tulsa, OK 74119

HOURS

Full Time

M-F

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.

Diversity…Our differences enhance business performance.