Finance Insurance Hiring For Personal Lines Account Executive at Honolulu, HI, United States Full Time

Job Description

The primary role is to manage incoming leads (identify risk, determine viable market options, prepare quotations and proposals to prospects). Conduct account reviews and analysis of House business and to identify upsell coverage and endorsements options, cross-sell other lines of business and service clients. Position will also serve as a backup to Personal Lines Account Managers to provide agents with service as assigned and support the Personal Lines Policy Processing area.MINIMUM QUALIFICATION REQUIREMENTSMINIMUM EXPERIENCE

• 2 – 3 years of Customer Service and Sales experience
• Experience with Personal Lines insurance
• High school diploma or equivalent preferred
• Producers license in Property and Casualty
• Personal computer experience
• Excellent problem solving and decision-making skills
• Excellent communication, organizational and time management skills
• Flexible; ability to work independently and under minimal supervision
• Performs tasks with speed, quality and accuracy

MINIMUM EDUCATION

• High school diploma

MINIMUM SKILLS / KNOWLEDGE

• Solicitors license in Property and Casualty
• 2 years of Customer Service and Sales experience in insurance industry

ESSENTIAL FUNCTIONS

• Manage House leads, determine risk, determine viable insurance market options, prepare quotations, and present proposals to prospects.
• Analyze House book of business to identify coverage shortfalls. Prepare quotation on recommendations, discuss options with policyholders and endorse policies accordingly.
• Analyze House book of business to determine if policies should be remarketed from the non-admitted carriers to admitted carriers. Prepare quotations, discuss option(s) with policyholders and rewrite policies upon renewal.
• Analyze House book of business and review risks with policyholders, while identifying other product opportunities through conversation. Prepare and present quotation(s) for additional lines of business and place business for new lines for insured.
• Manage Surplus renewal process by formulating basic renewal strategy for the client through reviewing loss experience, determining changes in risk and required additional coverages; preparing the specifications for submission to the underwriting department; reviewing company quotations; preparing and delivering renewal presentations to the client in order to retain existing client accounts.
• Develop strong working relationships with insurance company underwriting departments to enhance communication and understanding of accounts.
• Manage service request of House book of business, which includes but is not limited to, endorsing policies, issuing proof of insurance, vehicle identification cards, reporting claims, collecting premium payments, requesting to reinstate policies, rewrite policies, etc.
• Assist with Policy Processing responsibilities as requested.
• Serve as a backup to Personal Lines Account Manager.

OTHER FUNCTIONS

• Complies with agency and insurance company policies and procedures.
• Performs all other tasks, as assigned.

WORKING CONDITIONS / OTHER REQUIREMENTSSitting for several hours, wrist twisting, fine motor manipulations, must hear quiet conversation.Job Type: Full-timeBenefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay

Ability to commute/relocate:

• Honolulu, HI 96813: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: One location