Insurance Personal Lines Customer Service Agent

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 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 systems Microsoft office Carrier websites Agency management system Comparative rater DocuSign RightFax 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 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. First United Bank is a family-friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest. We are committed to providing excellent career opportunities and a wide array of benefits for our staff. And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment! The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them. Please take time to browse our open positions and if you find something that matches your interest and qualifications, you can apply right here online. We look forward to meeting you and wish you the best in your career!.