Insurance Account Manager
Company: IMA Financial Group
Location: Honolulu
Posted on: September 21, 2023
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Job Description:
What You'll Do Manage a book of assigned client's personal
insurance needs in the Hawaii market as well as: Provide efficient
professional and courteous service to assigned book of clients.
Responds to client requests/inquiries in a timely and thorough
manner. Interprets insurance industry response in connection with
client coverage concerns. Compiles and organizes client information
necessary to process new, renewal, cancellation and endorsement of
policies. Provide accurate annual summaries for all assigned
clients. Be a resource to clients by making recommendations to
their current insurance program. Maintain files and prepare renewal
questionnaires. Communicates with personal lines clients on all
aspects of coverage cycle. Updates policy and client data in agency
management system and performs other tasks, projects, etc. as
needed. Adhere to all Agency Coverage Standards. Back up colleagues
as needed. Arrange for back up of your desk when out of the office.
Remain current on the insurance industry and all carriers appointed
with in terms of appetite, coverages, guidelines and changes in the
Hawaii market. Be able to articulate to clients changes in the
industry such as new coverage, changes in carrier's appetite and/or
guidelines. Attend appropriate carrier education classes. Attend CE
classes to meet licensing requirements and to expand your
knowledge. You Should Have: Property & Casualty active license.
Solid understanding of Personal Insurance. Minimum of three (3)
year experience. Demonstrates strong organizational skills.
Demonstrates the ability to work in a team atmosphere and also work
independently. Demonstrates a professional demeanor by effectively
managing stress, understanding limitations of authority, asks for
assistance when situation is beyond scope of skill or authority
level. Demonstrates clarity and accuracy in all methods of
communication written and verbal. Demonstrates a sense of ownership
to completing work in a timely and correct manner. #LI-JS1
Compensation & Benefits Being a part of IMA has its benefits. When
you become part of the IMA family, you become eligible to take part
in our valuable benefits and rewards package designed to benefit
you, your family, and your life. Our plans are cost-effective,
convenient and provide progressive ways for staying healthy,
protecting loved ones, pursuing financial security and living a
full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans,
Prescription Drugs, Dental, Vision, Family Assistance Program, FSA,
HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident,
Critical Illness, Hospital Indemnity, Long Term Care, Short-term
Disability, Long-term Disability, Business Travel Accident,
Identity Theft, Paid Time Off, Flexible Work Options, Paid
Holidays, Sabbatical, Gift Matching, Personal and Professional
Development. Why Join IMA? We've built a reputation for putting our
associates first What if we told you that you could be an integral
part of an entrepreneurial, expanding company, develop lasting
relationships, earn competitive benefits, plus claim part
ownership? It's this unique ownership business model that makes
working at IMA so appealing. We work in teams. We sell in teams. We
win and prosper as a team We provide support systems and resources
that enable each of our associates to focus on what they do best.
And as an independent company based in the Midwest, we're big
enough to write business all over the world and small enough to
implement your ideas quickly. We are recognized nationally as a
leader in our industry. 2020-2023 Business Insurance Magazine Best
Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work 2022-2023
Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest
Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing
50 Most Community-Minded Companies 2022-2023 Kansas City Business
Journal's Best Places to Work 2021-2023 Los Angeles Business
Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune
Top Work Places 2021-2022 Puget Sound Business Journal's
Washington's Best Workplaces 2021-2022 Wichita Business Journal's
Best Places to Work, #1 in extra-large category 2021 Dallas
Business Journal's Best Places to Work 2021 Alaska Journal of
Commerce's Best Workplaces in Alaska 2021 Wichita Business
Journal's Fastest Growing Companies List Employment Type: Part
Time
Keywords: IMA Financial Group, Honolulu , Insurance Account Manager, Executive , Honolulu, Hawaii
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