Insurance Account Manager

3 days ago


Honolulu, Hawaii, United States Pyramid Insurance Co Full time
Account Manager Job Description

At Pyramid Insurance Co, we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing and developing new and existing personal lines accounts.

Key Responsibilities:

  • Understand the 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.

Requirements:

  • 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.

Certifications and Licenses:

  • Property & Casualty Solicitors License required.
  • CPCU, CIC or other insurance designations preferred.


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