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Sr Account Manager (CO Property & Casualty insurance license required)

Denver, CO, US

Req ID: 50069 

Areas of Interest: Commercial Banking; Commissioned Sales; Insurance; Wealth Management; Wealth Management Operations 

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 Senior Account Manager is the primary contact and provider of day-to-day client service.  The Senior Account Manager will maintain and manage an existing book of clients, assist in developing new client business and respond to the requests and needs of the clients, producers and management.


Duties and Responsibilities

  • Works with, and supports producers on writing new business, as well as, managing an existing book of client accounts.
  • Reviews new and renewal policies, endorsements, audits, cancellations and non-renewals, etc. for accuracy, and updates and maintains the agency management system.
  • Visits clients and prospective clients, as directed, to discuss coverage issues, delivers policies and/or proposals or to collect premium.
  • Contacts client regarding outstanding receivables as required, as well as, reviews and maintains accounting history, correcting any discrepancies.
  • Account rounding.
  • Responsible for setting up master certificate and overall responsibility for timely, accurate and efficient certificate delivery.
  • Daily follow up on suspense items.
  • Identifies client’s insurance needs, gaps in coverage and loss exposures and recommends appropriate insurance coverage to clients/prospects.
  • Manages marketing efforts during the renewal and new business process including gathering information and reviewing applications and submissions, for accuracy and completeness.
  • Sends new/renewal business submissions to market by time frames required.
  • Prepares proposals.
  • Binds coverage and prepares and distributes required documents.
  • Maintains current knowledge of commercial insurance coverage, markets and products to efficiently and competitively insure client’s exposures.
  • Takes initial claim reports and assists clients in resolving any related issues involving the claim.
  • Monitors team workload for timely and accurate processing of work assigned to others.



  • Working knowledge of Internet and Microsoft Office products (Word, Excel, PowerPoint and Outlook).
  • Ability to effectively communicate verbally and in writing with personnel at all levels.
  • Excellent interpersonal and customer service skills.
  • Ability to set and meet deadlines.
  • Team player with a positive attitude.
  • Ability to work autonomously and perform well under pressure.
  • Ability to be comfortable and professionally conduct client meetings.
  • Strong decision making and negotiation skills.
  • Detail oriented and resourceful.
  • Ability to delegate effectively.
  • Ability to recognize and preserve confidentiality.
  • Ability to organize and prioritize effectively.
  • Strong proofreading skills.


This level of knowledge is normally acquired through completion of a high school diploma or equivalent. Colorado Property & Casualty insurance license required. Minimum five years experience within the insurance industry, servicing and marketing of Commercial Lines P&C business required. Experience with an Agency Management System for client/policy servicing preferred.

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 with any questions. 


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

  • Empowered employees
  • Award-winning culture
  • Community commitment


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.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Denver

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

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