Duration: 6-month contract, possibility of permanent
- 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, identifies and resolves billing issues 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.
Insurance Coordinator in honolulu at Unknown Company
This position is listed as contract and onsite.