Atlas Insurance Agency
Account Manager III - Commercial Lines
Atlas Insurance Agency, Honolulu, Hawaii, United States, 96814
Summary :
Able to handle a sizeable book of business with minimal supervision. Support assigned Producer(s) with the processing and servicing of new and renewal mid to large commercial lines accounts in accordance with agency’s policies and procedures. Able to place, maintain, expand and service accounts in all industries. Able to review contracts for all industries and all carriers. Able to write Executive Summaries for the assigned Producers and make coverage recommendations. Designate a Line of Business to become proficient in within 3 years.
Minimum Book Size:
Premium: $5,000,000
Revenue: $500,000
Policy Count: 350
Duties:
Manage medium to large general industry risks with minimal supervision.
Recommend and assist Producers with explanation of available coverage options, completion of forms and rate quotations. Must have knowledge of coverages and be able to interpret coverage forms.
Analyze new business applications, make recommendations and work with agent to obtain any required additional information.
Analyze renewals and/or renewal applications, make recommendations and work with the agent to obtain any required additional information.
Update renewal information and endorsement changes and enter information into agency management system as required by the agency’s standards.
Review monthly expiration lists and initiate the renewal process based on the department’s standards. Initiate pre-billing of automatic renewals per agency procedures.
Handle requests from agents and clients that pertain to insurance placements, such as certificates of insurance, endorsements, auto I.D. cards, etc.
Generate new and renewal proposals as outlined by the Proposal Guidelines.
Submit required reports in a timely manner.
Maintain client files and make client contacts as needed.
Keep up-to-date on rates, forms and coverage changes through bulletins and circulars from insurance carriers and through the utilization of online resources.
Assist other team members as needed to meet agency, team, and individual goals. Be a team player.
Effectively understand the marketplace and changing market conditions.
Effectively market accounts.
Adhere to and comply with established agency procedures.
Adhere to standards of performance for service.
Participate in seminars and classes for knowledge and professional development.
Qualifications:
High school diploma or general education degree (GED) required; college degree highly desired.
Minimum 3 to 5 years related experience and/or training.
Successful completion of educational seminars and classes required.
Equivalent combination of education, training or related work experience will be considered.
Producer Licensing required.
CPCU, CIC or other Property/Casualty designations preferred.
Job Type:
Full-time
Pay:
$60,000.00 - $70,000.00 per year
Benefits:
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
License/Certification:
Insurance Producer License (Preferred)
Ability to Commute:
Honolulu, HI (Required)
Work Location:
In person
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Able to handle a sizeable book of business with minimal supervision. Support assigned Producer(s) with the processing and servicing of new and renewal mid to large commercial lines accounts in accordance with agency’s policies and procedures. Able to place, maintain, expand and service accounts in all industries. Able to review contracts for all industries and all carriers. Able to write Executive Summaries for the assigned Producers and make coverage recommendations. Designate a Line of Business to become proficient in within 3 years.
Minimum Book Size:
Premium: $5,000,000
Revenue: $500,000
Policy Count: 350
Duties:
Manage medium to large general industry risks with minimal supervision.
Recommend and assist Producers with explanation of available coverage options, completion of forms and rate quotations. Must have knowledge of coverages and be able to interpret coverage forms.
Analyze new business applications, make recommendations and work with agent to obtain any required additional information.
Analyze renewals and/or renewal applications, make recommendations and work with the agent to obtain any required additional information.
Update renewal information and endorsement changes and enter information into agency management system as required by the agency’s standards.
Review monthly expiration lists and initiate the renewal process based on the department’s standards. Initiate pre-billing of automatic renewals per agency procedures.
Handle requests from agents and clients that pertain to insurance placements, such as certificates of insurance, endorsements, auto I.D. cards, etc.
Generate new and renewal proposals as outlined by the Proposal Guidelines.
Submit required reports in a timely manner.
Maintain client files and make client contacts as needed.
Keep up-to-date on rates, forms and coverage changes through bulletins and circulars from insurance carriers and through the utilization of online resources.
Assist other team members as needed to meet agency, team, and individual goals. Be a team player.
Effectively understand the marketplace and changing market conditions.
Effectively market accounts.
Adhere to and comply with established agency procedures.
Adhere to standards of performance for service.
Participate in seminars and classes for knowledge and professional development.
Qualifications:
High school diploma or general education degree (GED) required; college degree highly desired.
Minimum 3 to 5 years related experience and/or training.
Successful completion of educational seminars and classes required.
Equivalent combination of education, training or related work experience will be considered.
Producer Licensing required.
CPCU, CIC or other Property/Casualty designations preferred.
Job Type:
Full-time
Pay:
$60,000.00 - $70,000.00 per year
Benefits:
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
License/Certification:
Insurance Producer License (Preferred)
Ability to Commute:
Honolulu, HI (Required)
Work Location:
In person
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