2 policy processing representative jobs found in Oklahoma City, OK

Primary Role: The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. Duties and Responsibilities: Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations Provides a high level of support to Risk Consultants in obtaining, maintaining, and expanding business May also be responsible for account rounding and in accordance with...

Duties  ● Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team. ● Develop strong client relationships through care, focus and quality in every step of the client experience.  ● Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication.  ● Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing.  ● Assist clients to navigate and learn technical aspects and self-service options. ● Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.  ● Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. ● Build strong relationships with...