Account Manager Specialty Commercial
Company: Finance Factors Ltd
Location: Wake Island
Posted on: April 1, 2026
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Job Description:
PRIMARY PURPOSE: The primary purpose of this role is to ensure
that client and customer needs are thoroughly understood and met,
fostering a positive and productive client-company relationship.
Responsibilities include addressing client complaints, resolving
service issues, processing service requests, and collaborating with
other departments to deliver a seamless customer experience. The
Account Manager must be adaptable and capable of managing a variety
of tasks related to the Company’s House clients and Agent-owned
business. This role involves reviewing and gathering necessary
information to evaluate and process new business, renewals, and
change requests for Specialty and Commercial accounts.
Additionally, the Account Manager identifies opportunities to
expand coverage through account rounding where applicable,
contributing to the overall growth and success of the business.
MINIMUM QUALIFICATION REQUIREMENTS High school diploma or
equivalent preferred Three years of experience in Property and
Casualty insurance. Experience with Commercial and Program business
insurance, business line customization, and/or rate negotiation
Producers license in Property and Casualty & Life and Health
Proficiency in using computer systems and basic software
applications, including Microsoft Office Suite (Word, Excel,
Outlook, and PowerPoint). Ability to effectively navigate email,
manage spreadsheets, and create documents with attention to detail.
Excellent problem solving and decision-making skills on business
issues Excellent communication, organizational and time management
skills Flexible; ability to work independently and under minimal
supervision ESSENTIAL FUNCTIONS: Communicates with clients to
ensure all their needs are understood and addressed. Builds strong
client relationships to maintain old business and acquire new
customers. Collaborates with internal departments to ensure
customer requests are fulfilled. Resolves complaints and keeps
track of all processes that pertain to the client’s request. Actis
as the client’s representative to ensure focus is on improving the
customer experience. Makes policy changes, as authorized, and as
requested by the client. Obtains necessary information to evaluate
and process new and renewal risks. Oversees marketing policy
renewals, including requesting to bind and/or decline coverage
Offers payment options including premium financing Collects and
remits payment to carriers, brokers or Agency to process. Secures
coverage requirements through discussions with producers and
develops detailed underwriting information for presentation to
insurance companies or brokers. Collaborates with producers in
reviewing coverage recommendations and in tailoring the needs of
the client in relation to market capabilities to ensure that the
client obtains the most effective coverage(s). Reviews quotes from
companies and prepares insurance proposals for clients/producers.
Discusses premium terms, manages documentation to bind coverage
with policy issuance instructions. Coordinates and cooperates with
other departments to achieve total account, servicing, and
objectives. Assigns assistants to prepare binders, certificates,
Auto ID cards and invoice. Advises unsuccessful quoting companies
to close their files, suspends receipts of new policy. Reviews
expiration list with producers. Discusses renewal strategies,
completes renewal applications, review quotes received and
collaborate with producers. Plans terms payment of premiums manages
documentation to bind coverage with policy issuance instructions.
Assigns assistants to prepare binders, certificates, Auto ID cards
and invoice. Solicits renewal information from the insured. Submits
renewal instructions. Suspends receipt of renewal policy. Produces
diary quotes, new/renewal policies. Processes requests from clients
when agent is unavailable. Participates in seminars and classes for
knowledge and skill development. Maintain client files within the
agency management system.
Keywords: Finance Factors Ltd, Honolulu , Account Manager Specialty Commercial, Accounting, Auditing , Wake Island, Hawaii
