Pay Range: $50,000 – $70,000

Location: Honolulu, HI

Duties and Responsibilities:

• Assist agent and/or account executive in the handling and processing new and renewal commercial business.
• Pre-fill applications, create proposals or summaries, and attend client meetings with agent.
• Assist clients with service needs and make changes to existing accounts.
• Recommend and assist agents with explanation of available coverage options, completion of forms and rate quotations.
• Analyze new business applications, make recommendations by cross-selling or up-selling and work with agent to obtain any required information.
• Analyze renewals and/or renewal applications to assess coverage and recommend changes as needed.
• Re-market existing business, quote new business, process certificate of insurance requests, schedule appointments, and identify customer needs.
• Update renewal information and endorsement changes and enter information into agency management system according to department procedures and standards.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Work closely with agents on accounts and provide updates on all important activities as needed.
• Review expiration lists and initiate the renewal process.
• Contract review – insurance section; assist Agency Services with complicated contract certificates.
• Handle all rush certificate requests (< 4 hours).
• Work with the insured or prospect and prepare proposals and assist the agent as needed.
• Maintain client files and process routine correspondence, including preparing policy documents.
• Keep up to date on rates, forms and coverage changes from insurance carriers and online resources.
• Work on special projects as assigned and complete deliverables by established deadlines.
• Assist other team members as needed to meet agency, team, and individual goals.
• Premium negotiations.
• Build and maintain relationships with carrier and brokers.

Education and/or Experience:

• High school diploma or general education degree (GED) required; college degree preferred.
• 3 to 5 years of commercial lines related experience/training.
• Equivalent combination of education, experience, and/or training will be considered.

Certificates, Licenses, Registrations:

• Producer Licensing required.
• CPCU, CIC or other Property/Casualty Designations preferred.
• Valid Hawaii Driver’s License and use of own vehicle required.

An Equal Opportunity Employer Committed to an Inclusive Workplace.