Dedicated Account Manager

Under minimal supervision, provides prompt, efficient, high quality service and support for specified Agents with their commercial lines book of business and key transactional workflows (new and renewal business, policy changes, cancellations, notice of cancellations, and audits).  Responsibilities include working with various insurance companies as well as excess and surplus lines brokers in obtaining quotes for new and renewal business and submitting policy changes.  Assists with client contact regarding coverages, policy changes, renewal solicitations, etc. 

Minimum Qualifications:

• Must understand and carry out oral and written instructions.
• Requires excellent oral and written communication with internal and external customers.
• Skills/Knowledge:  Requires demonstrated customer service skills, and basic knowledge of computer programs (MS Outlook, MS Excel, MS Word, MS Teams. Type 35 – 50 wpm.
• Education: High school diploma or equivalent required. College degree preferred.
• Experience:
  • Meets the mental, physical and communication demands listed above;
  • Requires demonstrated customer service and sales skills, excellent oral and written communication skills, good mathematic aptitude and basic knowledge of computer programs;
  • Must have at least 3+ years of industry experience;
  • Must have a Hawaii State Insurance license to discuss or place insurance as required by the State Department of Insurance;
  • CPCU and/or CIC and/or CISR and/or ARM designations are preferred.