What are the responsibilities and job description for the Personal Lines Assistant position at BancFirst Insurance Services?
Job Description
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.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
v 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
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.
