Title: Account Manager - Commercial Lines
Reports To: Senior Vice President, Underwriting
Required License: Property & Casualty license
Location: Honolulu, Kahului, Kamuela, Hilo, Lihue, HI - Hybrid (2 days in person) (Depending on experience, remote can be negotiable)
Classification: Exempt, Full-Time
Working Hours: 8:30am - 5:00pm
Overview:
A rapidly growing insurance agency is seeking a driven and experienced Account Manager to join the team and play a vital role in driving business growth.
You will be responsible for developing and servicing client accounts, ensuring a seamless experience and maximizing client satisfaction.
Essential Duties and Responsibilities Include but not are Limited to:
Client Management:
* Foster strong relationships with assigned clients, becoming their trusted advisor on insurance needs.
* Proactively manage assigned accounts, ensuring timely renewals and addressing client inquiries.
* Assist clients with requests for certificates, policy changes, cancellations, and claims submissions.
* Maintain accurate and up-to-date client files within the agency management system.
Business Development:
* Collaborate with Producers to identify and pursue new business opportunities.
* Assist with assembling and presenting proposals to potential clients.
* Secure client signatures, collect payments, and manage follow-up activities.
Account Servicing:
* Coordinate and implement the delivery of agency and carrier services to clients.
* Prepare summaries of insurance coverage, schedules, and proposals for client review.
* Monitor policy audits and facilitate any necessary corrections.
* Analyze client contracts and ensure compliance with insurance requirements.
Teamwork:
* Adhere to the agency's core values and code of ethics.
* Uphold the agency's established procedures and data management systems.
* Demonstrate a commitment to continuous learning and knowledge sharing within the team.
Qualifications:
* Property & Casualty license
* 5+ years of experience in Commercial Lines insurance (preferred).
* Strong understanding of business insurance coverage and premium rating methods.
* Proven ability to build and maintain positive client relationships.
* Excellent communication, interpersonal, and organizational skills.
* Proficiency in agency management systems and relevant software.
* Ability to travel occasionally to meet with clients.
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About Advantage Technical
With company roots going back over 30 years, Advantage Technical is an engineering and information technology services company and a national leader in the provision of technical resources today. These services include Staff Augmentation, Direct Placement, Project Resourcing and Outsourcing - delivered from 40 key market locations, by over 3500 specialized contractors, to over 500 clients across North America. Advantage Technical is a Best of Staffing Diamond Award winner for both Clients and Talent. For more information about the industries and services offered by Advantage Technical, please visit .
Advantage Technical is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Advantage Technical is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.
All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.
