Customer Service Representative

Job DetailsJob Location: Oklahoma City, OK 73116$65,000 - $85,000 | Evans National | Oklahoma City  About Evans National: Evans National is a high-growth, tech-forward, independent insurance agency. The commercial insurance division is led by women who specialize in the oil and gas industry. Our team brings a unique blend of technical insight and deep industry experience. Our agency specializes in insuring middle-market oil and gas, construction, manufacturing, and environmental companies. We incorporate leading technology platforms and write with group captive insurance programs. The culture of our agency is our best asset. Our agency hires, fires, and promotes individuals based on our core values.   CORE VALUES: Integrity: We are honest, transparent, and honor our commitments - Every Time. We uphold the highest ethical standards, fostering trust through accountability and authenticity. Teamwork: We are only as strong as our weakest link. We lift each other up, supporting and empowering one another to reach our collective potential. Serve: We serve with passion. We serve with purpose. With a helpful spirit, we don’t just meet expectations - we exceed them. Winning: We fight to win & always bring our very best. Game faces on, we pursue victory with the heart of a champion. Learn: We actively seek knowledge to fuel our future. Growth is not by chance; It’s the result of our dedication to lifelong learning. Grit: We persevere with resilience and determination. With sleeves rolled up, we tackle challenges head-on and push forward with passion.   Summary: We're looking to add a self-directed, service-oriented individual to our team. This person will be responsible for servicing our existing book of business and supporting our Producers and Marketing Team. They may also serve as an account manager for accounts <$45,000 in annual premium. This person will have the opportunity to train under women who specialize in insuring Oil and gas contractors while leveraging the latest technology platforms.   Key Responsibilities: Issue certificates of insurance (with 2-hour response standard) Document client and carrier communication in Applied Epic Setup the CSR-24 platform for clients and obtain renewal information using Indio Obtain loss runs for clients – utilizing Loss Run Pro Process endorsements Utilize online quoting platforms Communicate professionally with clients & carriers via phone and email Provide exceptional, relationship-driven customer service Assist with surety bid bonds Obtain renewal information, market, generate proposals, and present to accounts spending <$45,000 in annual premium Assist with claims reporting Work Environment: This is a rapid growth agency. We double our premium every year, and we need team members with strong time management and problem-solving skills. We have standard operating procedures. Team members must be willing to adhere to the SOPs. Hustle – work must be completed efficiently. We have an elite 6,000 sq ft office in Nichols Hills, OK. The office was recently renovated, has great natural light, and a state-of-the-art conference room. The building has a café, an outdoor patio, and a gym. Option for remote work – only available to individuals who have references who can corroborate that they have a track record of successfully working remotely. BENEFITS Employer-paid Health, Basic Life, and Short-Term Disability Optional Dental and Vision insurance Employer-paid gym membership at the office gym Remote work flexibility (for qualified candidates with remote experience) PTO allowance  401K after 6 months with matching up to 4% Agency Performance Bonus Our agency is experiencing rapid growth, and there will be opportunities to advance into positions for marketing, producer roles, and beyond. Remote work flexibility (for qualified candidates with remote experience) PTO allowance  401K after 6 months Agency Performance Bonus Our agency is experiencing rapid growth, and there will be opportunities to advance into positions for marketing, account management, producer roles, and beyond. CORRESPONDENCE Please reach out to: hiring@evansnat.com to submit applications or any correspondence QualificationsRequirements: 2+ years of commercial insurance experience as a middle-market/large group Customer Service Rep. and/or Account Manager Commercial Insurance license in OK or TX Experience working in Applied Epic Strong verbal and written communication skills Detail-oriented and task-driven with the ability to work independently Comfortable with direct communication Adaptable to a fast-paced, evolving environment Experience insuring contractors Experience working remotely (if applying for a remote position) Available during core business hours (8 am – 5 pm CST)   Preferred Qualifications: Located in Oklahoma Experience insuring oil and gas companies Proficient in utilizing Indio and CSR-24 Experience working with Travelers, Bitco, NAICO, Mid-Continent, Chubb, and captive insurance programs Contract Surety experience