Account Coordinator

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

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

We’re looking for an enthusiastic and driven Account Coordinator to join our team. In this entry-level role, you’ll assist in managing client accounts, coordinating daily tasks, and supporting the team with administrative duties. This position is perfect for someone who is eager to learn, grow, and develop a long-term career with us. We value dedication and are looking for someone who is committed to finding their "forever home" within a company that offers opportunities for professional development and growth

Essential Duties and Responsibilities (including but not limited to): 
• Proficient with Agency Management System 
• Understand various coverage lines and products 
• Manage unrouted mail, email, phone correspondence with internal/external individuals (limited to administrative/non-sales related correspondence until licensed and directed by Account Manager) 
• Proofs (in accordance with Agency authority) – Issue Auto IDs, Certificates of Insurance/EPI at direction from AM 
• Agency Bill – 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 as instructed by AM: Loss Runs, Experience Modification worksheet, MVRs, etc. 
• Obtain online documents (Policies, Dec Page, Endorsements, Payment info, etc.) from carrier portals 
• Document Agency Management System in accordance with company guidelines 
• Maintain activities (follow-up & close as necessary) 
• Meetings – Attend internal/external meetings as necessary by Department, Management, job function 
• Attend CE/other classes to enhance professional development and maintain licensing requirements 
• Back-up support for receptionist (answering phones, walk-in clients, deliveries, processing/scanning mail) 
• Technical support (equipment set-up for meetings) 
• Perform in accordance with B&B Best Practices policy and procedures and/or Profit Center guidelines 

Competencies: 
• Planning/organization – Able to plan and prioritize work, multi-task and uses time efficiently. 
• Interpersonal skills – Be open to others' ideas, exhibit a willingness to try new things, help others when needed, work well independently and in groups, and maintain a positive and respectful attitude with others. 
• Oral communication – Speak clearly and persuasively in positive or negative situations. 
• Written communication – Edit work for spelling and grammar, present data effectively and able to read and interpret written information. 
• Problem solving – Identify and resolve problems, gather and analyze information skillfully, using appropriate resources. Present thoughtful suggestions/solutions and be respectful of other’s as well. 
• Quality control – Detail-oriented, demonstrates accuracy, thoroughness and monitors own work. Maintain timeliness and standards of service. Exhibit ownership of work product. 
• Adaptability – Able to adapt to frequent changes, delays or unexpected events with a positive attitude. 
• Safety and security – Observe proper safety/security procedures and uses equipment/materials appropriately. 

Qualifications: 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential 
functions. 

Requirements: 
• High school diploma 
• Positive attitude, dependability, strong work ethic, and maintain a positive culture in the workplace 
• Proficient with MS Office Suite 
• Exceptional communication/demeanor (written & verbal) with internal and external individuals 
• Ability to maintain a high level of confidentiality and ethical conduct 
• Professional office etiquette and appearance 
• Able to retrieve Valid Hawaii Insurance Producer License – Property & Casualty within 90 days

Preferred: 
• College Degree