Account Manager, Commercial Lines

Overview

Account Manager, Commercial Lines
Noguchi & Associates, Inc.

- an Ori-gen Family Company

Salary Range:
Final compensation will be determined based on experience, licensing, technical expertise, and overall qualifications.

Reports To:

Commercial Lines Manager.

Local Oahu residency required.

This position provides the producer with various client servicing needs by acting as a liaison between the producer, client, and staff to communicate information effectively and expediently. Specific service and marketing responsibilities are required in this position.

• Prospects and New Business Accounts
• Prequalify accounts with agent.
• Review account and discuss market, coverage and pricing options with agent.
• Assist agent with preparation of submission to markets.
• Market accounts with parameters on coverage, pricing, loss sensitive plans, services, commission and target due date for quote.
• Review quotes and make adjustments to quotes as needed.
• Review quote with agent and prepare proposal if needed.
• Bind coverage per agency procedures.
• Review policies and request for corrections as needed.

• Renewal and Servicing of Accounts
• Review expiration list and discuss market, coverage and pricing options with agent at least 4 months prior to expiration.
• Re-markets renewals, contact clients, and handle other renewal activities in coordination with producer(s).
• Prepares summaries of insurance, schedules and proposals as needed.
• Bind coverage or renew account per agency procedures.
• Renews policies following agency standards; verifies each renewal's accuracy; ensures that all renewals are produced.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating correction when necessary.
• Assist with client phone call requests. This includes preparing a change request and submitting it on the Agent's behalf.
• Assist with follow-ups on payments, reminder notices, cancellations, etc.
• Assist with claim reports including preparing the report and submitting it to agency claims division.
• Other clerical functions such as, but not limited to, mailing, filing, xeroxing, faxing, emailing.

• Agency Procedures and Service Standards
• Use the Agency Procedures as a guide to work efficiently and productively, and to minimize errors & omissions.
• Meet or exceed Service Standards
• Maintain electronic and paper files per the Agency Procedures.
• Coverage and limits should meet or exceed Agency Minimum Standards.

• Unauthorized Duties
• Outside work such as taking photos and picking abstracts. The producer is responsible for gathering the information. Employees are discouraged from using their personal vehicles for company business.

• High school diploma or equivalent.
• College degree or equivalent work experience preferred.

• Typing minimum 40 wpm.
• 5 years+ insurance work experience including familiarity with computerized database system, word processing, and e-mail. Knowledge of Microsoft Office preferred.
• Ability to operate various office equipment, including telephone, PC, Xerox machine, fax machine, and scanner.
• Excellent oral and written interpersonal communication skills required.
• Excellent organizational skills required.
• Must be able to work independently and with little supervision.
• Hawaii law requires all individuals in transacting insurance to be licensed in the State.

• Adhere to and comply with established Agency procedures.
• Adhere to standards or performance within Employee Handbook.

• Reports directly to designated Producer. In Producer's absence, report to Underwriting Manager.
• Designated Manager will complete an annual Evaluation.

• Comprehensive Portfolio of Benefits
• Medical, Dental, and Vision Insurance
• Voluntary benefits, FSA Accounts, and more
• 401(k) with Company Match
• Unlimited Paid Time Off (PTO)
• Paid Volunteer – Philanthropic Time off
• Paid Holidays
• Professional Development and Continuing Education Support
• Licensing Renewal Assistance

• Join an organization with more than 45 years of history and community impact.
• Build long-term relationships with clients who value trusted advisors.
• Be part of a growing company that values collaboration, service excellence, and giving back.
• Help businesses and families protect what matters most while building a rewarding and stable career.
• Join a culture that places Family &…