Location: Honolulu, HI

Responsible for servicing new and renewal business, and any other related policy activities. All tasks, including data entry, document creation, database maintenance, are to be completed in a timely, accurate and positive manner.

Agency Services:

• Manage policy download and suspense items.
• Pull carrier documents from the agency portal or email inbox to distribute.
• Distribute Supplemental Applications.
• Receive and distribute invoices from accounting.
• Print and Mail Documents.
• Handle all outgoing and incoming mail, including mail collection and distributing to the appropriate area, agent, or employee.
• Process Return Mail.
• Organizes, Scans and Distributes mail for Agency Services.
• Process internal requests which include change requests, certificates, etc.
• Creates invoices for all agency bills including new/renewal policies, cancellations, audits, endorsements, and installments.
• Effectively communicates with AM/Agents regarding any data or policy discrepancies.
• AREN – Issue letters, certificates, auto id cards for automatic renewal policies, follow up with the carrier, portal, or account manager to make sure that policies have been received.
• Creates certificates for renewal and new business policies by request of the Account Manager.
• Forward underwriting follow-up to Agent and Account Manager.

General Office:

• Receiving visitors at the front desk by greeting, welcoming, directing, and them appropriately.
• Intake payments for visitors
• Keep the front reception/lobby area organized and clean.
• Distribute fax/email to Agents/Account Managers/Customer Service.
• Create Insurance binders.

Other:

• Possesses a positive, service-oriented attitude towards agents, clients, insureds, and employees within the company.
• Perform other duties as assigned.
• Adhere to the company’s Attendance Management Policy

Education & Experience:

• High school diploma or general education degree (GED) required.
• 1 to 2 years related experience and/or training required; prior P&C insurance experience preferred.
• Combined education, professional experience, and/or job-related skills equivalent will be considered.

An Equal Opportunity Employer Committed to an Inclusive Workplace.

Job Type: Full-time

Pay: $16.00 - $19.00 per hour

Expected hours: 37.50 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Office

Application Question(s):

• Are you currently on Oahu and able to commute to downtown Honolulu (96817)?

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office (Outlook, Word, Teams): 1 year (Required)
• Office: 1 year (Preferred)

Work Location: In person