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Commercial Lines Account Manager - Tulsa, OK

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SUMMARY:  To provide prompt, accurate and courteous service to our customers while following standards, procedures and guidelines established by Rich and Cartmill, Inc.


REPORTS TO:  Commercial Lines Manager


Service commercial line accounts as assigned in an effort to prevent errors and omissions.

Service commercial lines customers by handling phone calls, resolving customer problems, discussing coverage and answering questions to the best of your ability in a professional and courteous manner.

Keep producers fully informed of all-important activities on their accounts.  Be sensitive to potential problems and inform the producer or your supervisor.

In cooperation with producers, prepare company submission for new and renewal business quotations.  Follow procedures outlined on New Business or Renewal Business workflow.  Prepare summaries of insurance, statements of values, proposals and various documents as requested by the producer. 

Review all new business and renewal polices following established procedures. Ensure EPIC file is accurate and updated at all times.  Including correct coverage limits, forms, premium and commission.

Process new and renewal policies according to agency standards.  Prepare all needed invoices, binders, certificates, evidence of property forms, auto ID cards and correspondence.

Attach all necessary correspondence and documentation to appropriate new business, current and/or expired policies in EPIC utilizing the correct attachment category.

Prioritize workflow on desk and process accordingly. Process mail daily.

Process audits following the established workflow procedures.

Check daily and maintain suspense items.

Report to company and producer all claims. Follow established procedure.

Prepare premium financing agreements as needed.  Follow established procedure.

Notify producers of past due account and follow cancellation procedures as necessary.

Order MVRs when required and/or requested.  Follow established guidelines.

Maintain required license.

Attend seminars or educational activities to stay up to date on latest developments and trends in the industry.

Fill in for absent CSRs as directed by supervisor. 

Perform other duties and assignments as requested by supervisor. 

Immediately report any and all malfunctions of the computer software or hardware to the IT coordinator or supervisor.


High school diploma or general education degree (GED); and five plus years of related experience and/or training preferred; or equivalent combination of education and experience.  Insurance agency experience necessary.  Advanced computer skills using agency software.


Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations.  Ability to write reports and business correspondence.  Ability to effectively establish rapport, present information and respond to questions from Producers and customers.  Ability to explain to customer details of policies such as additional coverage’s and gaps.  Skill and ability to meet people and listen.


Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.


CSR license. CISR designation. CIC designation as experience level rises.


Skill and ability to operate a computer.  Skill and ability to organize and prioritize.  Skill and ability to meet deadlines and operate office equipment.  Skill and ability to use company software. Willingness to take responsibility and initiative.

Staff Testimonials

Kristin’s Testimonial

Mail Room
Judy & Sherry

Melissa's Testimonial

Cody & Mary's Testimonial

Personal Lines
Rhonda Boswell

Commercial Lines
Kelley's Testimonial

Commercial Lines
KellI's Testimonial

Commercial Lines
Chance's Testimonial