• Manage an assigned book of business and build, expand, and solidify relationships with existing clients while focusing on retention of the assigned group of accounts
• Identify and address the client's risk/capital management needs and drive the sale of additional services and coverages
• Provide friendly and knowledgeable support to each account's Producer, be the first line of contact in their absence and occasionally accompany them on client visits as requested
• Complete applications in coordination with Producers; submit applications to eligible and appropriate carriers; follow up to ensure timely receipt of quotations and policies
• Order and issue binders, certificates, policies, endorsement and other related items, verify their accuracy, forward them to the client with appropriate correspondence
• Prepare summaries of insurance and proposals in an accurate, efficient and timely manner
• Verify policy and policy change information, facilitating corrections when necessary
• Assist clients in submitting first report of claims, facilitate prompt response from carrier staff and follow up on claims status according to agency procedures
• Additional and various account manager-related tasks and duties as required

Personal and Organizational Skills

• Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintain cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Additional Skills and Responsibilities

• Working knowledge of Microsoft Windows applications; experience with Applied Epic Agency Management System is preferred
• Excellent verbal and written communication skills
• Critical thinking and good judgment to quickly determine and prioritize key issues

Education and Experience

• Commercial Lines or Personal Lines experience in servicing mid-size to large clients
• Must pass Oklahoma CSR licensing exam

For 95 years, Dillingham Insurance has strived to be the best workplace for our employees, and partner for clients and carriers, while encouraging a family-atmosphere that enables people, businesses and communities to grow. We help people and businesses who are exhausted by impersonal and confusing insurance options, through personalized consulting and transparent, thoughtful, and comprehensive insurance solutions that are easy to understand, while still delivering results.

We offer business insurance, group benefits, personal lines, and human resource solutions from both foreign and domestic markets to our clients of all sizes across the United States. If you are looking for a company with genuine care and concern for its employees, a commitment to excellence, and a culture of growth and innovation, consider joining the Dillingham Team.

Dillingham Insurance is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will be considered without regard to race, national origin, color, religion, age, genetics, sex, sexual orientation, gender identity, disability or veteran status.