Commercial Lines Manager
Apply NowCompany: Finance Factors LTD
Location: Honolulu, HI 96817
Description:
Management
Establish and help to achieve annual Commercial Production goals
Looks for opportunities to grow a business, through partnerships or new initiatives, and works to take
advantage of those opportunities.
Analyze sales and other reports that give insight into how production goals can be adjusted to achieve
production goals and improve performance.
Works with Carrier partners to maintain and build relationships, establish annual production goals,
schedule periodic carrier meetings, and maintain carrier appointments.
Works efficiently and calmly on tight deadlines or as other stress factors arise,
Assists President and works as a member of a cohesive team.
Accepts extra duties as situations arise.
Department
Manages daily company operations and resolve issues,
Coaches and conduct training for agents and employees on best practices for managing accounts,
workflow and handling daily issues and tasks.
Coach and train department on policy risks analysis and making recommendations based on a thorough
analysis of all factors involved in a business situation,
Manage House accounts by conducting annual risk analysis, make recommendations for additional
coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit
Committee,
Examine company rules to make sure they stay relevant and makes recommendations and implement
necessary change.
Establish individual performance goals, track performance over time and completes annual
Performance based on results.
Agent Services:
Oversee that agent services are being performed by Account Managers and Assistant Account
Managers with accuracy and within standard turn around period.
o Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit
applications to carriers and/or complete quote and bind process using carrier's online process.
Update Agency Management system accordingly.
o Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes
using carrier online systems. Update Agency Management system accordingly.
o Work with carrier to seek approval to reinstate risks.
o Issues proof of insurance and vehicle identification cards accordingly.
o Respond to carrier underwriting requests.
o Provide customer service to policyholders in the absence of the agent.
o Perform other duties as assigned.
Establish and help to achieve annual Commercial Production goals
Looks for opportunities to grow a business, through partnerships or new initiatives, and works to take
advantage of those opportunities.
Analyze sales and other reports that give insight into how production goals can be adjusted to achieve
production goals and improve performance.
Works with Carrier partners to maintain and build relationships, establish annual production goals,
schedule periodic carrier meetings, and maintain carrier appointments.
Works efficiently and calmly on tight deadlines or as other stress factors arise,
Assists President and works as a member of a cohesive team.
Accepts extra duties as situations arise.
Department
Manages daily company operations and resolve issues,
Coaches and conduct training for agents and employees on best practices for managing accounts,
workflow and handling daily issues and tasks.
Coach and train department on policy risks analysis and making recommendations based on a thorough
analysis of all factors involved in a business situation,
Manage House accounts by conducting annual risk analysis, make recommendations for additional
coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit
Committee,
Examine company rules to make sure they stay relevant and makes recommendations and implement
necessary change.
Establish individual performance goals, track performance over time and completes annual
Performance based on results.
Agent Services:
Oversee that agent services are being performed by Account Managers and Assistant Account
Managers with accuracy and within standard turn around period.
o Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit
applications to carriers and/or complete quote and bind process using carrier's online process.
Update Agency Management system accordingly.
o Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes
using carrier online systems. Update Agency Management system accordingly.
o Work with carrier to seek approval to reinstate risks.
o Issues proof of insurance and vehicle identification cards accordingly.
o Respond to carrier underwriting requests.
o Provide customer service to policyholders in the absence of the agent.
o Perform other duties as assigned.