Company:
Finance Factors Ltd
Location: Honolulu
Closing Date: 26/10/2024
Salary: £125 - £150 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Management
- Establish and help to achieve annual Commercial Production goals.
- Look for opportunities to grow a business through partnerships or new initiatives, and work 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.
- Work with Carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments.
- Work efficiently and calmly on tight deadlines or as other stress factors arise.
- Assist the President and work as a member of a cohesive team.
- Accept extra duties as situations arise.
Department
- Manage daily company operations and resolve issues.
- Coach 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 make recommendations based on a thorough analysis of all factors involved in a business situation.
- Manage House accounts by conducting annual risk analysis, making recommendations for additional coverage, and solidifying coverage after presenting proposals to the Finance Enterprise Audit Committee.
- Examine company rules to ensure they stay relevant and make recommendations to implement necessary changes.
- Establish individual performance goals, track performance over time, and complete annual performance evaluations based on results.
Agent Services
- Oversee that agent services are being performed by Account Managers and Assistant Account Managers with accuracy and within standard turnaround periods.
- Pre-underwrite new and renewal risks, prepare quotations as needed, and submit applications to carriers and/or complete the quote and bind process using carrier’s online process.
- Update Agency Management system accordingly.
- Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes using carrier online systems. Update Agency Management system accordingly.
- Work with carriers to seek approval to reinstate risks.
- Issue proof of insurance and vehicle identification cards accordingly.
- Respond to carrier underwriting requests.
- Provide customer service to policyholders in the absence of the agent.
- Perform other duties as assigned.
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Finance Factors Ltd