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Finance Factors · 2 months ago

Assistant Account Manager II

HONOLULU, HI, US

Full-time

Onsite

Mid Level

$42K/yr - $50K/yr

3+ years exp

Finance Factors is seeking an organized and detail-oriented Insurance Account Assistant to join their team. This role supports the Account Manager in managing customer interactions, processing various insurance-related documents, and providing limited customer service while handling policy change requests.

FinanceFinancial Services

Responsibilities

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

Qualification

Producer’s licenseAgency Management System (AMS)PropertyCasualty insuranceCustomer Service ExperiencePersonal computer experienceCommunicationOrganizational skillsTime management skills