Insurance Personal Lines Customer Service Agent

Insurance Personal Lines Customer Service Agent First United Bank and Trust United States, Oklahoma, Edmond 2615 Kelley Pointe Pkwy (Show on map) Jun 18, 2026 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 follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job TitleInsurance Personal Lines Customer Service Agent 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 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 systems Microsoft office Carrier websites Agency management system Comparative rater DocuSign RightFax This position follows a 41 workweek and is an inoffice role based in our Plano, Texas office. Employees are expected to be onsite 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:

Edmond If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.