Account Manager III - Risk Management

Bonus Type

Summary

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