Duties and Responsibilities:

• Commercial Business Handling
  • Assists agent and/or account executive with new and renewal commercial business processing.
  • Pre-fills applications, creates proposals or summaries, and attends client meetings with agents.
  • Analyzes new business applications and renewals, makes recommendations and gathers required information.
• Client Service and Account Management
  • Informs and educates clients about policy coverage, changes, exclusions, and insurance needs.
  • Works closely with agents on accounts, providing updates on all important activities.
  • Reviews expiration lists, initiates the renewal process, and handles rush certificate requests.
• Team Collaboration and Professional Development
  • Maintains client files, processes routine correspondence, and prepares policy documents.
  • Keeps up to date on rates, forms, and coverage changes from insurance carriers and online resources.
  • Assists other team members, engages in premium negotiations, and builds relationships with carriers 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.

Salary Range: $50,000.00 To $65,000.00 Annually