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BOKF Insurance Account Manager II - Property and Casualty
at BOK Financial
Denver, CO

BOKF Insurance Account Manager II - Property and Casualty
at BOK Financial
Denver, CO

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Req ID: 52179 

Areas of Interest: Insurance 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.          .

The BOKF Insurance Account Manager II - Property and Casualty serves as the client service lead for small clients performing core functions required to manage the relationship with defined accounts as well as develop new business opportunities.  Services clients on a day to day basis on their Risk Management program. Directly consults the client and prospects, and provides recommendations and guidance on their risk management program.  


  1. Owns the process of driving and developing new business prospects through the BOKFI referral network.  Works directly with the prospect and carrier to develop the appropriate customized insurance program.  Generates proposals either through on-line platforms or with strategic carrier partners adhering to policies, procedures, service level agreements, and timelines.
  2. Analyzes, evaluates, recommends and implements solutions for various complex client related issues and problems that arise. This includes advocating for the client by providing guidance and resolution to client issues.  Performs research, develops solutions and communicates the resolution of the problem to client.  Maintains internal client management database (EPIC). 
  3. Owns the process of driving and developing key strategic deliverables based upon the needs of the client.  As the subject matter expert, must use knowledge to consult BOKFI clients on their existing program as well as advising on additional coverage to protect their business.
  4. Represents BOKFI in the marketplace by establishing and maintaining healthy carrier/vendor relationships.  Owns the learning process of all products carrier/vendor in order to advise and consult BOKFI clients and prospects. 
  5. Leads and participates in special projects as needed.
  6. Develops new templates and processes as needed to remain competitive or address changing needs while maintaining departmental consistencies.


  • Strong working knowledge of Windows, Outlook, Word, Publisher, Excel and Power Point
  • Proficient in the area of Property & Casualty insurance, compliance, competition, carrier appetite and product offerings
  • Bachelor degree in business related field or equivalent experience
  • Colorado Property and Casualty License required
  • Minimum three years in the Property Casualty industry

This level of knowledge is normally acquired through completion of a Bachelor's Degree with 1-3 year(s) experience; or 3-5 years equivalent work-related experience.    

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  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 sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 




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