Assistant Account Manager II at Finance Factors Ltd

Honolulu, Hawaii, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Oct, 26

Salary

55000.0

Posted On

10 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Property and Casualty Insurance, Agency Management System (AMS), Communication, Organization, Time Management, Policy Management, Underwriting Guidelines, Data Entry, Invoicing, Claims Processing, Document Management

Industry

Financial Services

Description

PRIMARY PURPOSE: We are seeking an organized and detail-oriented Insurance Account Assistant to join our team. This position supports the Account Manager in handling customer and agent interactions, processing mail, endorsements, invoices, proof of insurance, policy interface, and transferred policies from the companies. The role involves screening customer requests and directing them to the appropriate parties. The Insurance Account Assistant also provides limited customer service and is authorized to manage policy change requests. MINIMUM REQUIREMENTS: * Producer’s license in Property and Casualty * Customer Service Experience * Three years of experience in Property and Casualty insurance * Experience with Agency Management System (AMS) required * Excellent communication, organizational, and time management skills * Ability to handle large volumes of work in a timely manner * Capability to manage multiple tasks simultaneously * High-speed, quality, and accurate task performance * Personal computer experience * High school diploma or equivalent preferred ESSENTIAL FUNCTIONS: * Provide Customer Service and manage policy change requests as assigned * Stay informed and updated on carrier underwriting guidelines and statutory requirements * Acquire Continuing Education requirements to maintain Producer License * Input customer information and policy details into AMS for new business transferred from new agents * Review endorsements and input information into the AMS system * Verify refund checks, send to customers, and document in AMS * Process payments to insurance companies and document in AMS * Process claim reports to insurance companies and document in AMS * Invoice Agency Billed policies in AMS * Confirm policy and payment status through carriers and/or carrier portal systems * Issue ID cards and certificates as requested and document in AMS * Input cancellation information into AMS * Resolve discrepancies from the accounting department on direct bills monthly * Attach policies or endorsements to client files in AMS * Process incoming and outgoing mail * Provide relief for the receptionist as requested

Responsibilities

Supports the Account Manager by handling customer and agent interactions, processing policy changes, and managing insurance documentation. Responsibilities include invoicing, processing claims, and maintaining accurate client files within the Agency Management System.