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Personal Insurance Account Manager

3 months ago

Honolulu, United States Shane Pope Insurance Services Full time $21 - $23
Job DescriptionJob Description

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for an Account Manager. The selected employee will be responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.

 


Responsibilities:

  • Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.

  • Develop and maintain relationships with clients to ensure that all service needs are met.

  • Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.

  • Gather information from clients and prepare applications regarding new and/or renewal coverage.

  • Prepare policy quotes based on client’s needs, rates and coverages.

  • Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.

  • Maintain the accuracy of data in the agency management system.

  • May handle collections of premiums due.

  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.

  • Other responsibilities as assigned by Manager.

 


Qualifications:

  • Experience servicing personal accounts within an insurance agency.

  • Thorough knowledge of personal lines coverages and markets.

  • Experience with an electronic agency management system.

  • Active Massachusetts Producer license.

  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.