Personal Line Assistant positions focus on delivering results in their domain. This page aggregates open Personal Line Assistant roles and what employers typically expect.
**Personal Lines Assistant** **Oklahoma City, OK** **** *Onsite Position* *BancFirst Insurance Services, 13230 Pawnee Dr., Suite 205, Oklahoma City, OK 73114* *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 $13 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty 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 - BancFirst is an Equal Opportunity employer. ***Diversity…Our differences enhance business performance.***
Salary estimate
$58,000 – $78,000/yr
Provided by the employer.
Skills for this role
Excel
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Keep it to one page for early-career, two pages for senior Personal Line Assistant candidates.
Interview preparation
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About BancFirst
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