Pyramid Insurance Co
Account Manager - PL
Pyramid Insurance Co, Honolulu, Hawaii, United States, 96814
Location: Honolulu, HI
Responsible for managing and developing new and existing personal lines accounts. Serves as the primary contact with customers, builds or maintains relationships and ensures a positive client experience. Provides administrative support in obtaining, maintaining, servicing, and expanding accounts. Understand the insurance needs of clients; Manage new and renewal policies in accordance with carrier policies and procedures.; Provide policy or coverage recommendations to clients; examine and analyze applications, renewal requests and endorsements for compliance with underwriting guidelines.
Must be able to work under minimal supervision.
Duties and Responsibilities:
Understand 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.Education and/or Experience:
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.Certificates, Licenses, Registrations:
Property & Casualty Solicitors License required.CPCU, CIC or other insurance designations preferred.
An Equal Opportunity Employer Committed to an Inclusive Workplace.
Responsible for managing and developing new and existing personal lines accounts. Serves as the primary contact with customers, builds or maintains relationships and ensures a positive client experience. Provides administrative support in obtaining, maintaining, servicing, and expanding accounts. Understand the insurance needs of clients; Manage new and renewal policies in accordance with carrier policies and procedures.; Provide policy or coverage recommendations to clients; examine and analyze applications, renewal requests and endorsements for compliance with underwriting guidelines.
Must be able to work under minimal supervision.
Duties and Responsibilities:
Understand 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.Education and/or Experience:
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.Certificates, Licenses, Registrations:
Property & Casualty Solicitors License required.CPCU, CIC or other insurance designations preferred.
An Equal Opportunity Employer Committed to an Inclusive Workplace.