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Finance Factors Ltd

Commercial Lines Manager

Finance Factors Ltd, Honolulu, Hawaii, United States, 96814


Management

Establish and help to achieve annual Commercial Production goals.

Look for opportunities to grow a business through partnerships or new initiatives, and work to take advantage of those opportunities.

Analyze sales and other reports that give insight into how production goals can be adjusted to achieve production goals and improve performance.

Work with Carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments.

Work efficiently and calmly on tight deadlines or as other stress factors arise.

Assist President and work as a member of a cohesive team.

Accept extra duties as situations arise.

Department

Manage daily company operations and resolve issues.

Coach and conduct training for agents and employees on best practices for managing accounts, workflow, and handling daily issues and tasks.

Coach and train department on policy risks analysis and making recommendations based on a thorough analysis of all factors involved in a business situation.

Manage House accounts by conducting annual risk analysis, make recommendations for additional coverage, market, and solidify coverage after presenting proposals to Finance Enterprise Audit Committee.

Examine company rules to make sure they stay relevant and make recommendations and implement necessary changes.

Establish individual performance goals, track performance over time, and complete annual performance reviews based on results.

Agent Services:

Oversee that agent services are being performed by Account Managers and Assistant Account Managers with accuracy and within standard turnaround periods.

Pre-underwrite new and renewal risks, prepare quotations as needed, prepare and submit applications to carriers, and/or complete quote and bind processes using carrier’s online process.

Update Agency Management system accordingly.

Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes using carrier online systems. Update Agency Management system accordingly.

Work with carriers to seek approval to reinstate risks.

Issue proof of insurance and vehicle identification cards accordingly.

Respond to carrier underwriting requests.

Provide customer service to policyholders in the absence of the agent.

Perform other duties as assigned.

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