Talent.com
First United Bank Insurance Solutions
Insurance Personal Lines Customer Service AgentFirst United Bank Insurance Solutions • Moore, OK
Insurance Personal Lines Customer Service Agent

Insurance Personal Lines Customer Service Agent

First United Bank Insurance Solutions • Moore, OK
30+ days ago
Job type
  • Full-time
Job description

Job Description

SUMMARY

The primary role of a personal lines customer service agent is to assist our customers. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our sales agents.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

  • Service Personal Lines Book of Business
  • Endorsements
  • Billing/payments (monthly installments, questions & mortgage down payments)
  • Claims
  • Renewal Tracking
  • Cancellation tracking and process (pending and cancelled)
  • Underwriting issues on policies
  • Remarkets Quote account rounds for existing PL business Secondary in issuing PL New Business Policies Backup for support and quoting new business

ADDITIONAL DUTIES AND RESONSIBILITIES

  • Primary in answering incoming calls
  • Distribute mail when needed

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

  • College degree preferred
  • Industry knowledge preferred
  • Insurance License preferred
  • Obtain and maintain applicable licensing

Technical/Functional Competencies

  • Proficient in PC operating systemsMicrosoft officeCarrier websitesAgency management systemComparative raterDocuSignRightFax

This position follows a 4‑1 workweek and is an in‑office role based in our Plano, Texas office. Employees are expected to be on‑site four days per week and may work remotely one day per week.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Moore

Create a job alert for this search

Insurance Personal Lines Customer Service Agent • Moore, OK

Similar jobs

Work From Home

Remote JobsLexington, OK
Remote
Full-time

Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.Benefits: Health Insurance, 401K, Vacation& PTO.Apply now! Work f... Show more

 • Promoted

Remote Product Tester - Flexible Studies

BuzzTestersLexington, OK
Remote
Full-time

Earn up to $400/week, depending on the number and type of studies you complete.Share honest feedback on products and services from independent brands.Assignments include short online surveys (10–20... Show more

 • Promoted

Automotive Service Advisor

Brakes PlusEdmond, OK, United States
Full-time

If you are an automotive professional who is looking for a terrific work environment with an emphasis on teamwork and willingness to be successful, we want to meet you.We have grown consistently si... Show more

 • Promoted

Account Manager - Commercial Insurance (Construction / Contractors)

Insurance Office of AmericaNormon, OK, US
$65,000.00 yearly
Full-time

Title: Account Manager - Commercial Lines.Binghamton, NY or Syracuse, NY office.Construction, Contractors, Habitational |.Please note: If this position is posted as either fully remote and/or hybri... Show more

Insurance and Financial Services Position - State Farm Agent Team Member

State FarmNorman, OK, United States
Full-time

Position OverviewDo you have aspirations to run your own business? If so, you may want to consider working in the office of James Parker - State Farm Agent.As a member of our agency team, you have ... Show more

 • Promoted

SALES ASSOCIATE in PURCELL, OK S07408

Dollar GeneralPurcell, OK, United States
Full-time

At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient store locations, distribu... Show more

 • Promoted

Client Service Guide

INSURICANorman, OK, United States
Full-time

Client Service GuideThe Client Service Guide is responsible for answering and directing calls, greeting visitors, processing incoming documents, processing claims, and supporting office management.... Show more

 • Promoted

Customer Service Agent

Southwest AirlinesNorman, OK, United States
Full-time

Join Southwest Airlines - a company with heart.In addition to the best pay in the airline industry, you will enjoy A+ benefits including Medical, Vision, Dental, 401(k) plans and paid time off.Plus... Show more

 • Promoted

Ramp Agent (PT or FT)

United AirlinesEdmond, OK, United States
Full-time

A career is a journey - take yours further with United! Currently seeking Ramp Agent positions to: Work up close and personal with the United fleet of aircraft to meet arriving and departing flight... Show more

 • Promoted

Work From Home

AmazonPurcell, OK
Remote
Full-time

Job Title: Work From Home Customer Service Representative.As a Work From Home Customer Service Representative at Amazon, you will be the first point of contact for customers seeking assistance.You ... Show more

 • Promoted

Mortgage Protection Resolution Specialist

GIA Legacy PlanningEdmond, Oklahoma, United States
Full-time +1

Mortgage Protection Resolution Specialist.Remote Position/Work from Home.We’re excited to invite passionate, driven individuals to join our team as Mortgage Protection Life Insurance Agents.This is... Show more

Customer Service Rep(06440)1236 Alameda St.

Domino's FranchiseNorman, OK, United States
Full-time

Company Description Core Values Treat everyone with integrity and respect Quality is everything Guarantee that every guest is WOW'd because of ME Promote an environment of growth and knowledge Choo... Show more

 • Promoted

Insurance Commercial Lines Customer Service Agent

First United BankArcadia, OK, United States
Full-time

Insurance Commercial Lines Customer Service AgentSummary:The Commercial Lines Customer Service Agent Small Business performs the essential functions of the position, which include supporting the ag... Show more

 • Promoted

Customer Service Representative

The Boyd GroupEdmond, OK, United States
Full-time

Gerber Collision & GlassGerber Collision & Glass is one of the largest collision repair companies in North America.With $3billion in sales, over 1000 locations and growing, our 10,000team m... Show more

 • Promoted

Fiber Glassing Tech

The ÅŒnin GroupEdmond, OK, United States
Full-time

OverviewThis is an amazing opportunity for a hard worker who doesn't mind getting dirty to earn $15.Plus, radically affordable health insurance after 30 days.Shift- 5AM-3:30PM-Opportunity to work i... Show more

 • Promoted

Home Health Aide - PRN

VitalCaring GroupPurcell, OK, United States
Full-time

Purcell, Oklahoma, United States.Join VitalCaring Where Your Passion Changes Lives!.Are you looking for a career where compassion meets purpose? At VitalCaring, we're more than a home health and h... Show more

 • Promoted

Reservations Agent (FT & PT)

American AirlinesNorman, OK, United States
Full-time

A job with American Airlines can take you places! Recognized as one of the best places to work, expect strong pay, Total Rewards benefits and unmatched opportunities for growth.Currently hiring Res... Show more

 • Promoted

Insurance Employee Benefits Producer

First United Bank and TrustEdmond, OK, United States
Full-time

Join Our Team!We have a great team of friendly, talented and inspiring people at First United.As a learning organization, we take pride in offering exciting opportunities for employees to grow and ... Show more

 • Promoted

Customer Service Representative

U-HaulArcadia, OK, United States
Full-time

Customer Service RepresentativeAre you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Custom... Show more

 • Promoted

flex driver

AmazonNoble, OK
Full-time +1

Amazon needs you as a flex driver Representative (Work From Home) to help their mission of making customers lives easier.If you are looking for outstanding pay, flexible part-time, full-time and se... Show more