Duties and Responsibilities:

• Policy Management and Service Coordination
  • Retains and manages all policies including service center, non-service center, and surplus lines.
  • Manages and coordinates processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team.
  • Enters and updates information in agency and document management system.
  • Markets when necessary, on renewal.
  • Maintains a paperless workflow.
• Client Relationship Management and Service
  • Supports assigned Producer(s) with the processing and servicing of primarily renewal SBU commercial lines accounts.
  • Maintains client contact regarding coverages, policy changes, and/or problems.
  • Provides excellent customer service.
  • Resolves disputes in a diplomatic manner while maintaining high standards.
  • Continually cultivates relationships with insureds and IA’s/AE’s.
• Technical Knowledge and Market Awareness
  • Stays abreast and maintains detailed knowledge of current market conditions and technical knowledge.
  • Maintains knowledge/understanding of technology-based tools and solutions.
  • Effectively understands marketplace and changing market conditions.
  • Uses analytical and critical thinking in work processes and communication skills.
  • Secures coverage requirements through discussions with producers or clients and develops detailed underwriting information.
• Professional Development and Compliance
  • Participates in seminars and classes for knowledge and professional development.
  • Obtains certifications/designations as required by Account Managers within the agency.
  • Completes training for professional development required by Account Managers (e.g., Zywave, HubSpot, etc.).
  • Adheres to and complies with established agency procedures.
  • Adheres to standards of performance for service.
• Communication Skills and Positive Attitude
  • Demonstrates strong verbal and written communication skills.
  • Possesses a positive, service-oriented attitude towards agents, clients, insureds, and employees within the company.
  • Ensures that Producer(s) and client obtain the most effective coverages.
  • Assists in handling renewals and servicing commercial accounts.
  • Accepts and handles any duties as assigned by agency management.

Education & Experience:

• High school diploma or general education degree (GED) required; college degree highly desired
• Proven Account Management work experience desired, Sales experience is a bonus
• P&C insurance knowledge, experience, and/or training preferred. 
• Combination of education, and job-related experience equivalent will be considered.

Certificates, Licenses, Registrations:

• Hawaii state Property and Casualty Solicitor’s License required or must obtain within 30 days from date of hire.
• Must complete Continuous Education (CE) as required.
• Must complete AINS 23 within a specified time period.
• Attainment of CIC, CPCU or other professional designation(s) preferred. 
• Valid Hawaii Driver’s license and use of own vehicle required.

Salary: 38,000 – 48,000 USD