Personal Lines Assistant

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.

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Hands on Training
Parental Leave
Disability Insurance
Life Insurance

• 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

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

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

BancFirst Insurance Services is a dynamic leader in risk management, offering comprehensive commercial, personal, and employee benefits solutions. Join our energetic team and contribute to a proven brand dedicated to protecting what matters most. We foster a professional environment where innovation thrives, empowering our employees to excel.