Insurance Coordinator

Jobility Talent Solutions; Honolulu (HI); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading talent solutions provider in Honolulu, Hawaii, seeks a candidate for a 6-month contract role with the possibility of permanent employment. The ideal candidate will assist a Broker in managing policies and client proposals while performing essential clerical functions such as invoicing and document processing. Strong interpersonal skills will be necessary for building relationships with clients and team members. This role requires a proactive mindset and attention to detail in policy management.

Qualifications

• Proficient in clerical functions such as photocopying, faxing, scanning, and filing.
• Ability to manage invoices and resolve billing issues.
• Strong interpersonal skills for client relationship management.

Responsibilities

• Assist Broker with policy management and proposal preparation.
• Perform clerical functions to support Broker activities.
• Prepare and issue client invoices, ensuring accurate records.

Job description

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.