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Commercial Insurance Account Manager

Employer
Capstone Search Group
Location
Tulsa, Oklahoma
Salary
Confidential Salary
Closing date
Dec 19, 2022

Job Details

About the Role

Due to an upcoming retirement, one of Tulsa’s premier independent insurance agencies is immediately hiring for an experienced 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.

Compensation, Benefits, & Perks

Comprehensive employee benefits package including group medical, dental, vision, life, disability, + a 401(k) company program + a competitive PTO plan.

Company

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm).

Company info
Website
Telephone
5152165457
Location
10647 Justin Drive
Urbandale
IA
50322
US

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