Account Manager III - Risk Management

Denver, CO, US, 80202

Req ID: 71768 

Location: Denver -DEN 

Areas of Interest: Insurance 

Pay Transparency Salary Range: 70,000 - 80,000 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

Bonus Type

Formula Based


If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.  We have an exciting opportunity awaiting someone like you! 

Job Description

The Account Manager III is primarily responsible for partnering with the BOKFI team to execute core functions required to manage the relationship with defined accounts.  Services clients on a day to day basis.  Directly consults the client in collaboration with the BOKFI team, and provides recommendations and guidance.  Functions as part of a team on BOKFI’s key and complex accounts and must be able to work independently. The Account Manager III may manage smaller accounts on their own. 

Team Culture

Our team is very collaborative. You'll work closely with account executives, analysts, and producers. Each member is vital in our processes' success so we have a very encouraging and motivating environment. Our managers have an open-door policy and lead by example by rolling up their sleeves to get the job done right the first time.

How You'll Spend Your Time

  • Provides day-to-day service for clients which may include management of own accounts, as assigned
  • Prepare and deliver pre-renewal documents.
  • Review renewal exposure information / updates from client and follow-up for subjectivities.
  • Sends new/renewal business submissions to market by time frames required and coordinate marketing efforts with the Account Executive. May include reviewing applications, submissions and quotes for accuracy and completeness.
  • Reviews new and renewal quotes and policies, endorsements, audits, cancellations and non-renewals, etc. for accuracy and processes accordingly.
  • Prepare summaries of insurance and/or proposals.
  • Binds coverage and prepares and distributes required documents in coordination with the Account Executive.
  • May attend client presentations on an as-needed basis
  • May provide insurer rating system quotes as requested by Account Executive

Education & Experience Requirements

This level of knowledge is normally acquired through 5-7 years equivalent work-related experience in property and casualty insurance. A bachelor's degree and/or insurance designation is preferred.

  • Strong working knowledge of Windows, Outlook, Word, Excel and Adobe Acrobat
  • Experience with Applied EPIC or similar agency management system required. 
  • Insurance designation or desire to pursue designation and continuing education.
  • Property and Casualty License required

Working Conditions & Physical Requirements


BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.


BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


For more than a century, BOK Financial has helped fuel the success of our clients and our communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

ABOUT US: (As of 12/31/2022)

  • Operations focused in an eight-state footprint
  • 4,800 team members
  • $49 billion in assets
  • $100 billion in assets under management and administration
  • $6.1 million donated to local nonprofits in 2022
  • 33,000+ volunteer hours by our employees in 2022

Nearest Major Market: Denver

Job Segment: Risk Management, Bank, Banking, Manager, Finance, Management