Personal Lines Account Manager (Hybrid Remote)

A local insurance company is seeking a Personal Lines Account Manager to join their team.

This is a full-time, hybrid remote position. There is flexibility to work from home or to work weekends and evenings from home. Every state and federal holiday off with pay + 3% employer funded 401k contributions!

Hours

Full-time, 8:00am-4:30pm

Location

Wahiawa, Oahu

Pay

$65,000 to $75,000 a year

Responsibilities

• New Business Support: Assist producer with new business submissions, including TAM entry, obtaining quotes, and carrier communication, as directed on a per-account basis.
• New Business (Client-Facing & Support): Manage the new business process end-to-end, including direct client interaction, unless otherwise directed by the agent.
• Renewals (Full Process): Oversee the complete renewal cycle for assigned accounts, including marketing, quoting, client communication, and binding.
• Renewal Support: Provide renewal assistance (TAM updates, remarketing, quoting) as directed by the agent.
• Policy Servicing: Handle policy changes, endorsements, and audits.
• Cancellations & Reinstatements: Manage Notices of Cancellation (NOC), cancellations, reinstatements, and policy rewrites.
• Certificates of Insurance (COIs): Issue, revise, and rescind certificates for new and existing policies.
• Billing & Accounting Support: Process invoicing, policy booking, finance agreements, and refunds.
• Inspections & Compliance: Monitor inspection results and ensure compliance requirements are met.
• Bonds: Assist with the processing and servicing of bond requests.
• Coverage Guidance: Respond to client inquiries regarding policy coverage and provide support as needed.
• Client Interaction: Conduct walk-in or scheduled client meetings to review and discuss commercial lines policies.
• Communication: Maintain timely and professional email correspondence and follow-up with clients and carriers.
• TDI (If Licensed): Assist with Temporary Disability Insurance servicing as applicable.
• Personal Lines Support: Provide occasional support for personal lines accounts when needed.
• Claims Intake: Gather initial claim information from clients and report claims to carriers.

Qualifications

• Licensed (P&L and Life) required.
• Previous administrative/office experience required. Insurance background desirable.
• Knowledgeable with Microsoft Office (Excel, Word, Outlook, PowerPoint) and computers.
• Possess strong verbal and written communication skills with excellent phone etiquette.
• Possess excellent customer service skills.
• Ability to prioritize, multi-task and meet deadlines.
• Ability to maintain sensitive and confidential information.
• Must pass a state/federal background check, contingent upon hire.