Account Manager
1 month ago
Honolulu, HIResponsible for managing and developing new and existing personal lines accountsServes as the primary contact with customers, builds or maintains relationships and ensures a positive client experienceProvides administrative support in obtaining, maintaining, servicing, and expanding accountsUnderstand the insurance needs of clients; Manage new and renewal policies in accordance with carrier policies and procedures.
; Provide policy or coverage recommendations to clients; examine and analyze applications, renewal requests and endorsements for compliance with underwriting guidelines.
Must be able to work under minimal supervision.
Duties and
Responsibilities:
Understand needs of clients and work with carriers to handle incoming requests.
Solicit new business, account rounding and account renewals.
Manage new and renewal personal lines accounts in accordance with carrier policies and procedures.
Negotiate with carriers, prepare presentation and proposal materials, collect customer information and order policies from carriers.
Explain available coverage options to clients, complete necessary forms, and quote premiums.
Provide clients with recommendations for improved or additional coverage as needed.
Examine and analyze applications, renewal requests, and endorsements for compliance with underwriting guidelines.
Enter client information in agency management system to ensure records are accurate and up-to-date.
Handle incoming requests (by phone or email) from clients and deliver effective customer service to customers.
Assist team members as needed to meet agency, department, and individual goals.
Education and/or
Experience:
High school diploma or general education degree (GED) required; college degree preferred.
3-5 years of insurance experience and/or training.
Equivalent combination of education, experience, and/or training will be considered.
Certificates, Licenses, Registrations:
Property & Casualty Solicitors License required.
CPCU, CIC or other insurance designations preferred.
An Equal Opportunity Employer Committed to an Inclusive Workplace.
Recommended Skills Administration Customer Service Insurance Management And Aftercare Management Systems Self Motivation Underwriting Apply to this job.
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push( ) Estimated Salary: $20 to $28 per hour based on qualifications.
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