Advantage Insurance Services, Inc Hiring for Insurance Account Executive Full Time

Title: Insurance Account Executive
Status: Full-time / Non-Exempt / Hourly
s To: Chuck Murray

Candidate will have 1-3 years of office, HR, Employee Benefit and payroll experience highly desired. Adept at office administration tasks such as electronic document handling, concise email communications, task tracking, prioritization, and critical thinking. Other duties as required include general office support and administration to a team with changing priorities. Able to maintain a high degree of customer service, teamwork and positive attitude.

About the Role:
We are looking for a self-starter, proactive individual who can understand both our current setup and business objectives.

We are looking for someone with a strong customer service, employee benefits and HR background with a desire to continue learning. The ideal candidate will work independently and should be comfortable liaising with users and enjoy learning new processes.

Task and Responsibilities:

• Communicate with customers, independent Agents, vendors, business partners via phone and email
• Provide knowledgeable and accurate responses about products, quoting and availability
• Work with internal and external team members to exceed customer’s needs
• Provide administrative support to the Team
• Data entry, record keeping, renewal tracking and follow up, client communications as needed
• Process paperwork in a timely, efficient manner in accordance with best practices
• Contributes to team effort by accomplishing desired results, which primarily include new sales and customer retention
• Other duties as assigned to include but not limited to greeting visitors, light housekeeping and other similar office operation support tasks

Required Qualifications
· At least 1 – 3 years of relevant work experience
· Professional phone etiquette and excellent listening, verbal, written, and interpersonal skills
· Ability to multi-task, organize, and prioritize work with little supervision
· A self starter, willing to problem solve, learn, and produce results
· Detail oriented and flexible
· Comfortable working in a small office environment with evolving priorities and needs
· HRIS systems knowledge and experience highly desired
· Technical systems experience highly desired
· Employee benefits experience
· Knowledge and experience working with Microsoft Office suite of products, a standard CRM and computer literate

Desired Qualifications and Background
· High school diploma, or equivalent
· Associates degree or higher is desired
· Excellent relationship-building skills and ability to liaise with stakeholders at all levels
· Ability to problem-solve in a variety of situations

· Possess or willing to obtain and maintain State insurance producer license for Health and Life

· Familiarity with Microsoft Office software, basic CRM and IT knowledge
· Ability to problem solve using a variety of computer applications

Work Hours & Benefits

· Office hours are Monday-Friday 8am-4:30pm
· Hourly, non-exempt
· Holidays and pre-approved paid time off
· Medical, drug, vision, dental, 401K, disability insurance and parking provided

The above information on this description has been designed to indicate the general nature and level of work performed by an employee in this classification. It is not to be interpreted as a comprehensive inventory, or al l duties, responsibilities, and qualifications of employees assigned to this job. Company has the right to add, revise, or delete information in this description at any time without prior notice. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This is an at-will employment position. At any time, either the Company or the
Employee may terminate, without liability, the period of employment for any reason, with or without cause.

10/11/2022

Job Type: Full-time

Salary: $48,000.00 – $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Honolulu, HI 96814: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Leadership: 1 year (Preferred)

Work Location: One location

Pay: $50,000.00 – $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Office

Ability to commute/relocate:

• Honolulu, HI 96814: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Insurance: 1 year (Preferred)

License/Certification:

• Insurance Producer License (Preferred)
• Health & Life Insurance License (Preferred)

Work Location: One location