Account Manager – Personal Line Sales

Atlas Insurance Agency

Posted: 4 months ago

Duties:

  • Solicit new business, account rounding and account renewals. Make recommendations as needed.
  • Explain available coverage options, recommend coverages, complete necessary forms, and quote premiums. Must have knowledge of coverages and be able to interpret coverage forms.
  • Examine and analyze new business applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Make recommendations as needed.
  • Maintain and grow assigned book of business.
  • Enter documents into agency computer system and set-up agency account codes.
  • Maintain client files and generate client contacts as needed.
  • Adhere to and comply with established agency procedures.
  • Remain knowledgeable and up-to-date on rates, forms and coverage changes through bulletins and circulars and maintain all insurance manual (rules, rates, procedures.) Communicate underwriting changes to customers and other team members.
  • Participate in seminars and classes for knowledge and professional development.
  • Assist other team members as needed to meet agency, team, and individual goals.

Qualifications:

  • High school diploma or general education degree (GED) required; college degree preferred.
  • 3 to 5 years related experience and/or training required.
  • Equivalent combination of education, training or related work experience will be considered.  
  • Property and Casualty Solicitors License required within 30 days of employment.
  • CPCU, CIC or other Property/Casualty designations preferred.
  • Valid Hawaii Driver’s License and use of own vehicle preferred.

Salary Range: $50,000.00 To $65,000.00 Annually