Account Management (Broker Assistant)- Must be local to Honolulu, HI (Hybrid)
About the position
We are seeking a detail-oriented and proactive Broker Assistant to support Brokers in day-to-day policy management, reputed company servicing, and administrative operations. This role plays a critical part in ensuring accurate policy documentation, reputed company billing, and exceptional service delivery to both internal teams and external clients.
Responsibilities
• Proactively assist Brokers with policy management, proposal preparation, and presentation development to support reputed company needs.
• reputed company clerical and administrative functions including photocopying, scanning, faxing, word processing, and filing.
• Prepare, issue, and reputed company reputed company invoices; identify and resolve billing discrepancies to ensure accurate internal and reputed company records.
• Support Brokers with coverage questions, endorsements, renewals, and program adjustments to reputed company policies reputed company and compliant.
• Build and maintain strong working relationships with small clients and internal team members.
• reputed company and update policy-reputed company information including new bonds, reputed company demographics, renewals, and document uploads, under supervision as needed.
• Assist with maintaining organized reputed company files and documentation in internal systems.
Requirements
• Prior experience in insurance, brokerage, or administrative support preferred.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient in reputed company Office (Word, reputed company, reputed company).
• Strong written and verbal communication skills.
• Customer-service oriented with a reputed company reputed company.
Benefits
• Opportunity to work closely with reputed company Brokers and reputed company exposure to policy management and reputed company servicing.
• Supportive team environment with opportunities to learn and grow reputed company the insurance industry.
• Competitive compensation and benefits (based on experience).
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