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.