Assistant Account Manager II

Finance Factors Ltd•Honolulu, HI

119d

About The Position

We are seeking an organized and detail-oriented Insurance Account Assistant to join our team. This position supports the Account Manager in handling customer and agent interactions, processing mail, endorsements, invoices, proof of insurance, policy interface, and transferred policies from the companies. The role involves screening customer requests and directing them to the appropriate parties. The Insurance Account Assistant also provides limited customer service and is authorized to manage policy change requests.

Requirements

Producer’s license in Property and Casualty
Customer Service Experience
Three years of experience in Property and Casualty insurance
Experience with Agency Management System (AMS) required
Excellent communication, organizational, and time management skills
Ability to handle large volumes of work in a timely manner
Capability to manage multiple tasks simultaneously
High-speed, quality, and accurate task performance
Personal computer experience

Nice To Haves

High school diploma or equivalent preferred

Responsibilities

Provide Customer Service and manage policy change requests as assigned
Stay informed and updated on carrier underwriting guidelines and statutory requirements
Acquire Continuing Education requirements to maintain Producer License
Input customer information and policy details into AMS for new business transferred from new agents
Review endorsements and input information into the AMS system
Verify refund checks, send to customers, and document in AMS
Process payments to insurance companies and document in AMS
Process claim reports to insurance companies and document in AMS
Invoice Agency Billed policies in AMS
Confirm policy and payment status through carriers and/or carrier portal systems
Issue ID cards and certificates as requested and document in AMS
Input cancellation information into AMS
Resolve discrepancies from the accounting department on direct bills monthly
Attach policies or endorsements to client files in AMS
Process incoming and outgoing mail
Provide relief for the receptionist as requested