Now Hiring - Atlas Insurance Agency, Inc - Account Manager I - CL in Honolulu, HI

Full description of the position

Duties: Administrative Processes and Documentation Management * Generates schedules and new and renewal proposals as outlined in the Proposal Guidelines. * Develops renewal questionnaires based on the most current information. * Updates spreadsheets and Excel schedules as needed. * Enters/updates information in agency and document management system, including policy coverages, exclusions, special endorsements, and restrictions/limitations. * Processes simple endorsements and refers complicated endorsement requests to the Account Manager. * Processes cancellations. * Processes audits and generates/sends letters to clients for large audit changes and/or for large clients. * Initiates invoicing activities for all transactions including pre-billing of automatic renewals. * Enters and generates for modmaster analysis. * Sets up master certificates and provides instructions for issuance of certificates and auto ID cards. Client Servicing and Support * Assists Account Managers with allocations. * Pulls loss runs and complete premium loss summaries as needed. * Performs review of policies and endorsements. * Transmits policies and endorsements to clients. * Assists in handling renewals and servicing of commercial accounts. * Prepares summaries of insurance and schedules as needed and in accordance with agency procedures. * Maintains follow-up/suspense files on outstanding tasks and follow-up on overdue items. * Routinely reviews exception reports and aging reports and takes necessary action to properly address items. * Maintains files, records, and personal workspace in an orderly, current manner. Professional Development and Compliance * Participates in seminars and other training to maintain required licenses and for knowledge and professional development. * Maintains and exhibits a positive, professional attitude in the performance of the job. * Treats clients, prospects, and agency employees with courtesy and respect and is a team player. * Adheres to and complies with agency procedures. * Adheres to standards of performance for service. * Possesses a positive, service-oriented attitude toward agencies, insureds, and employees within the company. Qualifications: * High school or general education (GED) degree required; college degree highly desired. * An equivalent combination of education and job-related experience will be considered.