Insurance Account Manager

Company: IMA Financial Group
Location: Honolulu
Posted on: September 21, 2023

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