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BOKFI Account Manager III

Denver, CO, US

Req ID: 52179 

Areas of Interest: Insurance 

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.                  .

The Account Manager III is primarily responsible for partnering with the BOKFI team to execute core functions required to manage the relationship with defined large 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.   

 

PRINCIPAL DUTIES AND RESPONSIBILITIES

 

  1. Owns the process of driving and developing key strategic deliverables based upon the needs of the client.  Collaborates with the BOKFI team to identify new business opportunities.  If applicable, oversees the data collection, technology implementation and system testing for applicable systems. Owns (or assists the Account Executive at times) new carrier, vendor, and other program implementations on behalf of the client in collaboration with the BOKFI team.  Attends client meetings (some travel may be required).
  2. Analyzes, evaluates, recommends and implements solutions for various complex client related issues and problems that arise. This includes advocating for the client by providing training, guidance and resolution to complex, escalated client/employee issues.  Performs complex research, develops solutions and communicates the resolution of the problem to client. Researches and resolves technology related client issues.  Involved in compliance related issues and oversight of compliance activities.  Maintains internal client management database (EPIC). 
  3. Represents BOKFI in the marketplace by establishing and maintaining healthy carrier/vendor relationships.  Acts as the subject matter expert in all carrier contract provisions, products, plan designs and networks.  As the subject matter expert, when complex questions arise, must use knowledge to consult BOKFI clients.  Must own the learning process of all current products and contracts plus all new emerging products and trends.  Owns the learning process of all products and contracts for each carrier/vendor in order to advise and consult BOKFI clients and employees. 
  4. Leads and participates in special projects as needed.
  5. Develops new templates and process as needed to remain competitive or address changing needs while maintaining departmental consistencies.

 

KNOWLEDGE, SKILLS and ABILITIES:

 

  • Strong working knowledge of Windows, Outlook, Word, Publisher, Excel and Power Point
  • Proficient in the area of compliance, competition, carrier appetite and product offerings
  • Strong working knowledge of self-funded plans
  • Excellent public speaking and group presentation skills 
  • Strong financial and analytic ability with high affinity to detail
  • Applicable state insurance licenses required (Life and Health for Employee Benefits or Property and Casualty for Risk Management).
  • Minimum three years in client management

 

This level of knowledge is normally acquired through completion of a Bachelor's Degree with 3-5 year(s) experience; or 8-10 years equivalent work-related experience.

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!
 
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.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 

 

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TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.

FACTS:

  • 5,100 employees
  • 28 Years of financial profitability
  • $43+ billion in assets
  • $5.397 million in charitable contributions in 2018



Nearest Major Market: Denver

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