Insurance Agent | Richardson, TX

Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Formula Based Summary Join us as a Credit Product Underwriter II-Commercial.

Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships. Job Description The Credit Products Underwriter II - Commercial is primarily responsible for underwriting

complex financial transactions, including the financing of investment real estate, owner-occupied real estate, working capital, equipment, and LBOs/acquisitions, healthcare-related opportunities as well as credits augmented with an SBA guarantee.

In addition, the CPU II is responsible for providing product and industry expertise to the client by designing and executing solutions for complex clients and transactions. Industries and Product offered are broad and require unique due diligence and analysis based on the type of business and structure. A high volume (50% +) of the Credit Requests are from prospects which require additional level of due diligence and analysis. The CPU II will

have multiple active credit requests from various Relationship Managers and various geographic locations and must be able to prioritize and exhibit strong time management.

The CPU II will have client facing responsibilities, providing the necessary consultation to deliver the best possible integrated solution to the client. Good communication skills (written and verbal) must be present to effectively communicate with the various Relationship Managers and other BOKF personnel. The majority of the CPUs time will be balanced between analysis of clients, design and execution of deals, and joint client calls with RMs to provide advice. The Credit Products Underwriter II will partner with the RMs to assist in generating revenue and profitability.

Team Culture We live the company values in everything we do and act with honor and transparency. We leverage collaborative teamwork when expressing credit concerns and developing solutions for new deals and opportunities. The entire team works hand-in-hand on write-ups. The Credit Product Underwriter II role provides a solid foundation for opportunities throughout the organization. Underwriters develop into more senior credit professionals or leverage their experience with clients to transition into sales.

How You'll Spend Your Time You will independently prepare complex credit analysis on commercial transactions, which impact profits for the lending division. Typical transaction size will vary in ranges and will include complex requests. You will interact with credit approval officers, credit risk managers, and credit concurrence officers and participate in loan presentations to provide additional information and/or to support conclusions reached in analysis. You’ll serve as an accomplished resource regarding credit/industry analysis. You will participate in joint calling on prospects and clients with the Relationship Managers to gather key information for proper credit analysis and to craft and deliver core and complex business deals for clients.

You will write all commitment reports for specified loans and you will present salient credit information to the line of business and credit approvers. Through constant communication, you’ll ensure Relationship Managers are aware of non-compliance issues and prepare quarterly covenant compliance testing. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s degree and 5-7 years credit analysis/credit products underwriter experience; or 13-15 years of equivalent work related experience.

Working Conditions & Physical Requirements Office - Occasional Travel BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers.

We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status. Please contact xyz X@ with any questions.

and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results.

We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. Essential Job Functions and Responsibilities Has responsibility for risk selection/rejection, pricing, retention, growth, and profitability within scope of authority and

per divisional objectives. Uses independent judgment and initiative to support business goals. Maintains a high level of customer service. Receives and analyzes submissions and determines terms to offer (policy limits, credit limits, deductibles, coverage options and conditions, work programs, etc.

). Prices business in accordance with company guidelines. Conducts investigations of new and existing accounts through business owners (banks, owners, creditors, debtors, architects, engineers, criminal record checks, on-site visits, etc. ) backsses risk quality and compliance within company guidelines. Orders and analyzes miscellaneous business reports needed in the rating and underwriting

processes, including credit checks, bank agreements, financial statements, and underwriting surveys.

Makes recommendations on risks over authority. Enters, maintains, and monitors accounts using underwriting, analysis, and desktop systems. Prepares effective internal and external communications on underwriting issues. Develops and maintains effective business relationships with internal and external customers/coworkers to attract and retain profitable business. Interacts with the producers/insureds, assisting in marketing calls, and participating in underwriting/production calls. Interprets, explains, and markets products and services. Visits producers and principals to retain existing accounts, survey exposures, build and maintain business relationships, and develop new opportunities in support of divisional objectives.

Applies underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. Performs other duties as assigned. Job Requirements Education: Bachelor's Degree or equivalent experience. Field of Study: Finance, Accounting or a related discipline Experience: Generally, at least 3 years of related experience. Business Unit: Bond Benefits: We offer competitive healthcare, retirement, and paid time off benefits for full-time and part-time benefit eligible employees. Requisition #: R5296tcv57hlu2

General Agency operates through direct retail and independent retail agents providing personal lines auto insurance. Our Texas office is in Richardson, TX. We are a company that is looking for top talent to join our experienced team. We are committed to providing top-quality service to our customers in a friendly and efficient manner.

Casualty Claims Specialist The Casualty Claims Specialist will be responsible for investigating and settlement of automobile bodily injury claims. They will settle complex liability claims which require greater investigation and verification, as well as casualty claims including severe injuries which may result in extended disability or bodily injury as

well as coverage related litigation. Duties & Responsibilities: Review & determine course of action on each file assigned, utilizing technical knowledge & experience for the purpose of supporting final disposition of a loss Conduct thorough investigations and keep accurate and relevant documentation of file activity on each claim assigned including coverage, liability status, and damages that are applicable for each claim Process Bodily Injury, and coverage claims in accordance with established office procedures Work closely with Third Parties, plaintiff counsel, Claim Director and Chief Operating Officer to determine necessary injury and coverage investigation Research case and statutory law

in order to conduct proper claim investigation Document policy status, coverage, liability and damages on all claims and notify re-insurer on qualifying claims Prepare and present claim evaluations for the appropriate settlement authority Maintain reasonable expense factors Handle other duties as assigned Qualifications: Required: 3-5 years in Casualty claims experience a MUST!

Licensed Adjuster - All Lines is required (Multi-State licensing is preferred) Knowledge of legal and medical terminology Excellent negotiation, communication, written, organizational and interpersonal skills Ability to pass written examinations where required by state statutes to become a licensed claims adjuster Proficiency in Microsoft Office products Property Damage Claims Specialist The Property Damage Claims Specialist will possess previous experience in the investigation, determination of coverage, prompt evaluation of both First and Third Party auto property damage claims with an eye towards prompt, courteous and economical resolution of both First and Third Party related property damage claims.

Duties & Responsibilities: Review and determine course of action on each file assigned, utilizing technical knowledge and experience for the purpose of supporting final disposition of a loss Conduct thorough investigations and keep accurate and relevant documentation of file activity on each claim assigned including coverage liability, status and damages that are applicable for each claim Honor/decline/negotiate first and third party liability claims upon completion of coverage/policy investigation and analysis of damages and liability Work directly with internal and external customers to develop evidence and establish facts on assigned claims Organize, plan and prioritize work activities to keep up with current assignments and to ensure prompt conclusion of claims Prepare and present claim evaluations for the appropriate settlement authority Notify the Underwriting Department of any adverse information uncovered in the course of the investigation Familiarity with unfair claim practices in states where doing business Conduct business with vendors in a professional manner while maintaining a reasonable expense factor and upholding the company's reputation for quality service Provide customer service both to internal and external customers Handle other duties as assigned Required: 2-3 years previous auto insurance or other auto related experience A MUST!

Licensed Adjuster - All Lines is required (Multi-State licensing is preferred) Excellent analytical, organizational, interpersonal and communication (verbal, written, phone) skills General working knowledge of policies, file procedures, state rules and regulations Ability to pass written examinations where required by state statutes to become a licensed Claims Adjuster Lonestar MGA provides a competitive benefits package to all full- time employees. Following are some of the perks Lonestar employees receive: Competitive Salaries! Flexible Work Schedules Commitment to your Training & Development Medical and Dental Telemedicine Benefit 401k with a generous company match Paid Time Off and Paid Holidays Tuition Reimbursement Training Programs Wellness Program Fun company sponsored events And so much more!

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and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture.

We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Compensation Package Includes: Non-negotiable starting pay of $55,029.65/year You are also eligible for: An annual bonus based on individual and enerprise performance Annual merit increase Visit our Careers page for more information

on our benefits, locations and the process of joining the State Farm team! Please note: This position is open and intended to fill multiple start dates of March 18, May 13 and June 24, 2024 Location: This position is open to candidates who live within 100 miles of Richardson and in the state of TX.

Responsibilities Who are we? In State Farm Underwriting, we champion profitable growth by providing quality customer interactions and products through simplified processes, technologies and the excellence of our people. When you join our team, you will execute on our underwriting philosophy and fundamentals to serve the evolving needs of our customers. Our Underwriters are committed to assisting

our State Farm agents and their customers. Check out what it's like to be an Underwriter!

This position is for: Personal Lines Auto Production Personal Lines Fire Production Business Lines Auto Production Business Lines Fire Production Familiarity with company policies, forms, and endorsements is essential. All underwriters are expected to learn various insurance coverages and contracts along with company philosophy and procedures, in order to make underwriting decisions within authority. The overall responsibilities of an Underwriter are to: Analyze and review lines of business to develop recommendations and assist our agents with achieving a profitable book of business.

Serve as a resource to our agents in support of company programs including loss mitigation, loss control, and marketing opportunities. Be responsible for proper pricing, placement, and termination of risk within assigned levels of authority as well as acceptance continuation. Communicate clearly and professionally through remarkable customer service skills. Production - Primary responsibility is processing applications and policy transactions electronically for new and existing business. Very production driven and fast paced. Standard work process listing all items that should be in a policy and making sure the policy is complete.

Critical thinking, attention to detail, and detective type research work is required. Must be able to stay focused and be resourceful. Engage with customers to identify and address adverse situations. Review and process applications and/or policy changes according to established guidelines. Guide customers through navigating existing resources such as Rate Manuals, Underwriting Guidelines, Auto Answers, etc Training Details: Training is extensive. Mandatory paid training will take place 8:00am-4:30pm Monday-Friday. The length of training depends on the function in which you are placed and varies between 6-15 months in total duration.

Limited time off will be granted during the training. Please ensure you are able to commit to the mandatory training before applying. Schedules during training are subject to change based on business need. Once training is completed, various work shifts apply depending on business need and the function where each employee is placed. Our team works in a shift environment between the hours of 7:00am-7:30pm Monday-Friday, and may include holidays based on workload and job requirements. Schedules may change based on business need and will require flexibility.

Incumbency: Due to the extensive training, new team members are eligible for promotional opportunities after 12 months of service and 24 months for lateral opportunities. Work Environment : This is a hybrid role, meaning you will work from home most of the time with some time collaboratively in office. For a successful work environment, you will be asked to have a reliable source of internet for your time working at home. Qualifications Our Underwriters are flexible regarding placement into a specific line of business and must be able to successfully complete training in order to provide a remarkable customer experience by demonstrating the following skills: Analyze and review lines of business to develop recommendations and assist our agents with achieving a profitable book of business Serves as a resource to our agents in support of company programs including loss mitigation, loss control and marketing opportunities Responsible for proper pricing, placement and termination of risk within assigned levels of authority as well as acceptance continuation Communicates clearly and professionally through remarkable customer service skills Handles multiple computer applications while maintaining quality records in a fast-paced collaborative team environment Thrives on accountability to your team, your work and your schedule Bachelor's degree is strongly preferred PDN-9adbde5-81ca-bdeeca9ab640