Account Manager, Commercial Lines

Ori-gen•Honolulu, HI

31d•$65,000 - $95,000•Onsite

About The Position

This position provides the producer with various client servicing needs by being a liaison between producer, client and/or staff to communicate information in an effective and expedient manner. Specific service and marketing responsibilities are required in this position.

Requirements

High school diploma or equivalent.
Typing minimum 40 wpm
5 years + insurance work experience including familiarity with computerized database system, word processing, and e-mail.
Ability to operate various office equipment, including telephone, PC, Xerox machine, fax machine, and scanner.
Excellent oral and written interpersonal communication skills required.
Excellent organizational skills required.
Must be able to work independently and with little supervision.
Hawaii law requires all individuals in transacting insurance to be licensed in the State.

Nice To Haves

College degree or equivalent work experience preferred.
Knowledge of Microsoft Office preferred.

Responsibilities

Prequalify accounts with agent.
Review account and discuss market, coverage and pricing options with agent.
Assist agent with preparation of submission to markets.
Market accounts with parameters on coverage, pricing, loss sensitive plans, services, commission and target due date for quote.
Review quotes and make adjustments to quotes as needed.
Review quote with agent and prepare proposal if needed.
Bind coverage per agency procedures.
Review policies and request for corrections as needed.
Review expiration list and discuss market, coverage and pricing options with agent at least 4 months prior to expiration.
Re-markets renewals, contact clients, and handle other renewal activities in coordination with producer(s).
Prepares summaries of insurance, schedules and proposals as needed.
Bind coverage or renew account per agency procedures.
Renews policies following agency standards; verifies each renewal's accuracy; ensures that all renewals are produced.
Reviews audits of polices; verifies accuracy and facilitates corrections, as needed, between client and carrier.
Verifies policy and policy change information, facilitating correction when necessary.
Assist with client phone call requests. This includes preparing a change request and submitting it on the Agent's behalf.
Assist with follow-ups on payments, reminder notices, cancellations, etc.
Assist with claim reports including preparing the report and submitting it to agency claims division.
Other clerical functions such as, but not limited to, mailing, filing, xeroxing, faxing, emailing.
Use the Agency Procedures as a guide to work efficiently and productively, and to minimize errors & omissions.
Meet or exceed Service Standards
Maintain electronic and paper files per the Agency Procedures.
Coverage and limits should meet or exceed Agency Minimum Standards.