Commercial Lines Manager

Finance Factors; Honolulu (HI); On-site; USD 70,000 - 90,000; Full time

Job summary

Finance Factors in Honolulu, HI seeks an experienced leader to manage daily operations and drive Commercial Production growth. You will partner with carriers, coach agents, and oversee underwriting tasks while maintaining service levels and timely responses.

The role emphasizes teamwork, risk analysis, and strategic coverage decisions to protect client portfolios. The position requires calm performance under deadlines, willingness to take on extra duties, and collaboration with executive

Responsibilities

• Establish and help to achieve annual Commercial Production goals
• Looks for opportunities to grow a business, through partnerships or new initiatives
• Analyze sales and other reports to identify adjustments that improve production goals and performance
• Works with Carrier partners to maintain and build relationships, establish annual production goals, schedule periodic carrier meetings, and maintain carrier appointments
• Works efficiently and calmly on tight deadlines or as other stress factors arise
• Assists President and works as a member of a cohesive team
• Accepts extra duties as situations arise
• Manages daily company operations and resolve issues
• Coaches and conduct training for agents and employees on best practices for managing accounts
• Workflow and handling daily issues and tasks
• Coach and train department on policy risks analysis and making recommendations based on a thorough analysis of all factors involved in a business situation
• Manage House accounts by conducting annual risk analysis, make recommendations for additional coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit Committee
• Examine company rules to make sure they stay relevant and makes recommendations and implement necessary change
• Establish individual performance goals, track performance over time and completes annual performance based on results
• Oversee that agent services are being performed by Account Managers and Assistant Account Managers with accuracy and within standard turn around period
• Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit applications to carriers and/or complete quote and bind process using carrier’s online process
• Update Agency Management system accordingly
• Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes using carrier online systems. Update Agency Management system accordingly
• Work with carrier to seek approval to reinstate risks
• Issues proof of insurance and vehicle identification cards accordingly
• Respond to carrier underwriting requests
• Provide customer service to policyholders in the absence of the agent
• Perform other duties as assigned

Job description

• Establish and help to achieve annual Commercial Production goals
• Looks for opportunities to grow a business, through partnerships or new initiatives, and works to take

Management

• Establish and help to achieve annual Commercial Production goals
• Looks for opportunities to grow a business, through partnerships or new initiatives, and works to take

advantage of those opportunities.

• Analyze sales and other reports that give insight into how production goals can be adjusted to achieve

production goals and improve performance.

• Works with Carrier partners to maintain and build relationships, establish annual production goals,

schedule periodic carrier meetings, and maintain carrier appointments.

• Works efficiently and calmly on tight deadlines or as other stress factors arise,
• Assists President and works as a member of a cohesive team.
• Accepts extra duties as situations arise.

Department

• Manages daily company operations and resolve issues,
• Coaches and conduct training for agents and employees on best practices for managing accounts,

workflow and handling daily issues and tasks.

• Coach and train department on policy risks analysis and making recommendations based on a thorough

analysis of all factors involved in a business situation,

• Manage House accounts by conducting annual risk analysis, make recommendations for additional

coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit

Committee,

• Examine company rules to make sure they stay relevant and makes recommendations and implement

necessary change.

• Establish individual performance goals, track performance over time and completes annual

Performance based on results.

Agent Services

• Oversee that agent services are being performed by Account Managers and Assistant Account

Managers with accuracy and within standard turn around period.

• Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit

applications to carriers and/or complete quote and bind process using carrier’s online process.

Update Agency Management system accordingly.

• Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes

using carrier online systems. Update Agency Management system accordingly.

• Work with carrier to seek approval to reinstate risks.
• Issues proof of insurance and vehicle identification cards accordingly.
• Respond to carrier underwriting requests.
• Provide customer service to policyholders in the absence of the agent.
• Perform other duties as assigned.