Account Manager, Personal Lines - Japan Practice

Ori-gen•Honolulu, HI

33d•Remote

About The Position

The Personal Lines Account Manager manages and services an assigned book of personal insurance clients while supporting the retention and growth of agency relationships. The role works with clients, insurance carriers, and internal teammates to provide proactive service, coordinate renewals, review coverage needs, and deliver insurance solutions aligned with clients’ evolving needs. The ideal candidate is detail-oriented, technically proficient, responsive, and committed to an exceptional client experience, with a focus on building relationships and helping individuals and families protect what matters most. The company prefers candidates based in Hawaii and is also open to candidates in California. California-based candidates complete training in the Cypress, California office during California office hours, 8:30 a.m. to 5:00 p.m. PST. During training, they work onsite Monday and Thursday and remotely Tuesday, Wednesday, and Friday. After training, the position is fully remote, working Hawaii hours from 11:30 a.m. to 7:00 p.m. HST.

Requirements

Fluency in English and Japanese.
Active Hawaii Property & Casualty License.
At least 3 years of Personal Lines insurance experience.
Experience managing a Personal Lines book of business.
Strong understanding of Homeowners, Auto, Umbrella, Renters, Condominium, and Recreational Vehicle policies.
Experience working directly with insurance carriers and clients.
Excellent verbal and written communication skills.
Strong customer service and relationship management abilities.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with Microsoft Office and agency management systems.

Nice To Haves

Experience with high-net-worth or affluent personal lines clients.
Experience marketing personal lines accounts with multiple carriers.
Knowledge of carrier underwriting guidelines and personal lines rating.
Experience with Applied Epic or similar agency management systems.

Responsibilities

Serve as the primary day-to-day contact for assigned personal insurance clients.
Build and maintain client relationships through proactive communication and service.
Advise clients on policy changes, coverage options, endorsements, billing questions, and insurance solutions.
Process policy changes, endorsements, cancellations, evidence of insurance, and other service requests.
Respond to client inquiries by phone, email, and other communication channels.
Assist clients with claims reporting and coordinate with carriers to support the claims process.
Maintain complete and accurate client records in the agency management system.
Manage renewals for assigned accounts, reviewing policies for accuracy, coverage adequacy, and client needs.
Present renewal options and discuss coverage recommendations with clients.
Identify appropriate cross-sell and account-rounding opportunities.
Coordinate with carriers to secure competitive solutions and maintain strong retention.
Complete renewals accurately and within agency timelines.
Assist with quoting and placing new personal lines accounts.
Gather underwriting information and prepare carrier submissions.
Prepare client proposals and coverage comparisons.
Obtain signatures, required documentation, and completed applications.
Support Producers and referral partners in delivering a seamless client experience.
Review client insurance programs to identify potential coverage gaps.
Educate clients about available coverages and policy enhancements.
Maintain compliance with agency procedures, carrier requirements, and industry regulations.
Document client files and communications accurately and thoroughly.