Finance Factors · 10 hours ago
Commercial Lines Manager
Honolulu, HI
Full-time
Onsite
Mid, Senior LevelFinance Factors is seeking a Commercial Lines Manager to establish and achieve annual production goals while exploring opportunities for business growth. The role involves managing daily operations, coaching agents, and maintaining relationships with carrier partners.
FinanceFinancial Services
Responsibilities
Establish and help to achieve annual Commercial Production goals
Looks for opportunities to grow a business, through partnerships or new initiatives, and works 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
Works with Carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments
Works efficiently and calmly on tight deadlines or as other stress factors arise
Assists President and works as a member of a cohesive team
Accepts extra duties as situations arise
Manages daily company operations and resolve issues
Coaches 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 making recommendations based on a thorough analysis of all factors involved in a business situation
Manage House accounts by conducting annual risk analysis, make recommendations for additional coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit Committee
Examine company rules to make sure they stay relevant and makes recommendations and implement necessary change
Establish individual performance goals, track performance over time and completes annual Performance based on results
Oversee that agent services are being performed by Account Managers and Assistant Account Managers with accuracy and within standard turn around period
Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit applications to carriers and/or complete 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 carrier to seek approval to reinstate risks
Issues 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
Qualification
Required
Establish and help to achieve annual Commercial Production goals
Looks for opportunities to grow a business, through partnerships or new initiatives, and works 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
Works with Carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments
Works efficiently and calmly on tight deadlines or as other stress factors arise
Assists President and works as a member of a cohesive team
Accepts extra duties as situations arise
Manages daily company operations and resolve issues
Coaches 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 making recommendations based on a thorough analysis of all factors involved in a business situation
Manage House accounts by conducting annual risk analysis, make recommendations for additional coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit Committee
Examine company rules to make sure they stay relevant and makes recommendations and implement necessary change
Establish individual performance goals, track performance over time and completes annual Performance based on results
Oversee that agent services are being performed by Account Managers and Assistant Account Managers with accuracy and within standard turn around period
Pre-underwrite new and renewal risks
Prepare quotation as needed, prepare, and submit applications to carriers and/or complete 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 carrier to seek approval to reinstate risks
Issues 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
Company
Finance Factors
Finance Factors has been providing financial services in Hawaii for 70 years.
Founded in 1952
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kristi Maynard
Chief Financial Officer
Paul Vella
Chief Credit Officer, SVP
Company data provided by crunchbase