Description

With lead Broker oversight, provides excellent customer service and processes new and renewal brokerage business, issues quote proposals and binders/invoices, and handles claims, endorsements, audits and other transactional items related to such accounts.

Essential Job Duties

Broker Support

• Uses discretion and judgment in reviewing, marketing and submitting new and renewal business.
• Subject to authority, prepares and provides agency customers with quote proposals, binders, policies and invoices in a timely manner and within deadlines.
• Assists Broker with renewal processing, preparation of renewal solicitations and monitoring of accounts throughout renewal cycle.
• Handles endorsement changes and cancellations, follow-up on subjectivities and process claims.
• Effectively understands marketplace and changing market conditions, keeping abreast of trends and techniques to maintain a competitive status.

Customer Service

• Builds strong relationships with agency partners, provide excellent customer service and participate in marketing calls and training with Brokers.

Marginal Duties

• Performs other duties as assigned.
• Adheres to the company's Attendance Management Policy.
• Works with other employees when necessary.
• Assist in the training and development of other employees as necessary.

Qualifications

Education and/or Experience:

• High school diploma or general education degree (GED) required.
• Minimum of 1 year of related insurance experience and/or training required.
• An equivalent combination of education and job-related experience will be considered.
• Any additional education/experience requirements

Certificates, Licenses, Registrations:

• Hawaii Property & Casualty Resident Producer and Surplus Lines Broker Licenses required or willingness to obtain license within prescribed timeframe.
• Attainment or working towards an insurance designation (i.e. CISR, CIC, etc.) desirable.
• Any other certificates, licenses or registrations required by the position.

Knowledge, Skills & Abilities:

• Adheres to the Code of Business Conduct and Ethics
• Strives for the highest standards of business and personal ethics guided by the organization's mission, vision, and core values.
• Possess a positive attitude, rationality, and tactfulness.
• Possess good verbal and written communication skills.
• Ability to handle time sensitive situations with clients, customers, co-workers, and the public.
• Possess a service-oriented attitude toward agencies, insureds, brokers/carriers and employees within the company.
• Typing 35 wpm (accurate) required.
• Experience with AIM or similar agency management system and ImageRight or similar imaging system desirable.
• Proficient in PC navigation and skills with Microsoft Office Suite of Products and applications.
• Demonstrated knowledge of and skill in the following:
  • Mathematical, analytical and financial analysis

Working Conditions

Physical Demands:

• Regularly required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; and talk or hear.
• Occasionally required to climb or balance and stoop, kneel, or crouch.
• Regularly required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Any other physical demands required of the position.

Work Environment:

• Primarily an office environment where noise levels are usually moderate.
• Not substantially subjected to adverse environmental conditions.

The applicable base salary range for this role is $35,600 to $66,200.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.