Personal Lines Assistant

Shawnee, OK

Onsite Position

BancFirst Insurance Services, 3707 N. Harrison Shawnee, OK 74804

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:

1. 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/QUALIFICATIONS

• High School Education mandatory with college degree preferred.
• Ability to learn Property and Casualty insurance in a fast paced environment.
• Ability to work with computer technology including use of Word and Excel or other relevant programs.
• Ability to operate computers and general office equipment
• Aptitude for accuracy and attention to detail.
• Organizational and Time Management skills to prioritize workloads and meet deadlines.
• Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.
• Requirement of obtaining insurance license within 6 months to 1 year.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA – BancFirst is an Equal Opportunity and Affirmative Action employer.

Diversity…Our differences enhance business performance.

PI238110888