Insurance Specialist - Honolulu - CCS Global Tech

    CCS Global Tech
    CCS Global Tech Honolulu

    1 day ago

    Description

    Overview

    Duration: 6 Months (Contract)

    The Account Management Associate will proactively support Brokers in policy management, client servicing, and administrative functions. This role plays a key part in maintaining accurate policy records, assisting with billing, and supporting client relationships to ensure high-quality service delivery.

    Key Responsibilities

    • Proactively assists Broker in most aspects of policy management, proposal preparation and presentation creation to better serve clients.
    • Performs basic to more complex clerical functions, including but not limited to photocopying, faxing, scanning, word processing and filing to assist Broker.
    • Prepares and issues invoices to clients and identifies and resolves billing problems to ensure accurate records are delivered to clients and maintained internally.
    • Provides assistance to Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up-to-date.
    • Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally, and in some cases, externally.
    • Provides assistance to Broker regarding coverage questions and program adjustments.
    • May demonstrate the ability to enter new bonds, upload documents, client demographics, process renewals, etc., under some supervision.
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