Posted: 5 days ago

Duties:

• Client Transactions Management

• Receives and processes client endorsement and cancellation requests accurately and promptly.
• Accurately and promptly enters rewritten, renewal, endorsement, and cancellation policy data into agency management system.
• Accurately and promptly submits renewal, endorsement, and cancellation material to insurance companies following their requirements.
• Processes transactions in a professional manner to minimize Errors and Omissions exposure.
• Assists other team members to meet agency, team, and individual goals.

Knowledge and Expertise in Insurance Operations

• Maintains knowledge of coverages, explains to clients, and interprets coverage forms.
• Stays knowledgeable and up to date on rates, forms, and coverage changes.
• Maintains insurance manuals (rules, rates, procedures).
• Knowledge of different carrier portals and how to use them.

Professional Development and Team Collaboration

• Participates in seminars and classes for knowledge and professional development.
• Participates in continuous education/learning focused on personal lines/insurance.
• Possesses a positive, service-oriented attitude towards agencies, insureds, and company employees.
• Actively collaborates with team members, contributes to meetings and projects, and fosters a positive, cooperative team environment.

Qualifications:

• High school diploma or general education degree (GED) required; college degree preferred.
• 2 to 3 years related experience required.
• Equivalent combination of education, training or related work experience will be considered.   
• Property & Casualty Solicitors License required or must obtain within 30 days.
• CPCU, CIC or other Property/Casualty designations preferred.
• Valid Hawaii Driver’s License and use of own vehicle preferred.

Salary: $40,000 – $55,000 per year