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Bridge Specialty Group

Associate Account Manager

Bridge Specialty Group, Honolulu, Hawaii, United States, 96814

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Associate Account Manager

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Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

How You Will Contribute

Proficient with Agency Management System.

Understand main coverage lines and products.

Manage/support correspondence (unrouted mail, email, and phone correspondence) with internal/external individuals (limited to administrative/non-sales related correspondence until licensed, and at the direction of the Account Manager or the Account Executive).

Issue auto ID cards, certificates of insurance, evidence of property insurance, etc. at direction of Account Manager (with working knowledge of contract requirements and corresponding insurance forms and coverages).

Billing: Transact invoices.

Premium Finance – Obtain quotes for AM/AE to present to client and process final PFA when completed.

Change Requests/Endorsements – Check accuracy of endorsements, related transactions and transmittal to Insured.

Policies – Detail policy in system, inform AM/AE as needed of discrepancies, transmit to Insured.

Audits – Timely processing and transmittal to Insured.

Claims – Issue loss notice, report incident to carrier and communicate claim and adjuster information to appropriate parties as needed.

Order underwriting documents (loss runs, EMR worksheets, MVRs, etc.).

Obtain policy documents and information from carrier/program portals (policies, endorsements, payment details, etc.).

Document Agency Management System in accordance with company guidelines.

Licenses and Certifications

Valid Hawaii Insurance Producer License – Property & Casualty (if any duties involve selling, soliciting, and/or communications/negotiations regarding coverages) – to be obtained within designated time frame as agreed

Skills & Experience To Be Successful

High school diploma or equivalent

College degree or equivalent work experience (Preferred)

2+ years professional office/insurance experience (Preferred)

Proficient with MS Office Suite

Exceptional communication (written & verbal) with internal and external individuals

Ability to maintain a high level of confidentiality and ethical conduct

Ability to maintain professional office etiquette and appearance

Pay Range $23.50 - $24.04 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including:

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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Seniority Level Entry level

Employment Type Full-time

Job Function Sales and Business Development

Industries Insurance

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