About the Role
One of Tulsa’s premier independent insurance agencies is immediately hiring for a 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.