Employee Benefits Account Manager

Full Time Onsite Position

BancFirst Insurance Services, 220 E. 8

St., Suite B Tulsa, OK 74119

POSITION SUMMARY

This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following :

Renewal & New Business

• May initiate or attend meetings with the producer(s) or supervisors to discuss marketing plans for expiring accounts in advance of expiration.
• Market new groups and renewals and prepare spreadsheets and quotes sheets as needed and instructed and discuss options with producer or customer.
• Organize, assist and attend group enrollments as needed.
• Submit group paperwork to carrier(s) and gather information needed for policy issuance.
• Enter appropriate information according to policies and procedures into the EPIC Agency Management System including invoicing and billing.
• Enter follow up activities for renewal and commissions.
• Process enrollment / terms for groups as needed.
• Assist with claim and customer billing inquiries and issues.
• Quote individual medical, dental, etc as needed.
• Answers benefit related question in dealing directly with customers or producers.
• May instruct and work with Assistants in servicing of customer needs.

Accounting / Audits

General

REQUIREMENTS

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.