Personal Lines Insurance Quotes Specialist

Frank Balbo Trucking; Kailua (HI); On-site; USD 50,000 - 70,000; Full time

Job summary

Aloha Insurance in Kailua-Kona, HI is seeking a Personal Lines Specialist to support the Personal Lines Account Manager with data gathering, quoting, and policy placement. This role emphasizes timely quotes, accurate data entry, and strong client service.

The successful candidate will use rating software, gather reports, and maintain professional communication with clients and underwriters, while supporting various projects as needed.

Qualifications

• Must hold licenses as required by the State Department of Insurance.
• Strong verbal and written communication skills.
• Proficient with PC, calculator, and MS Word/Excel.
• Ability to gather data and quote using rating software.

Responsibilities

• Assist Personal Lines Account Manager with data gathering and quoting.
• Use rating software and carrier websites to provide quotes.
• Gather motor vehicle reports, credit scores, CLUE, photos, and inspections.
• Enter client and underwriting information into agency management system.
• Build rapport with producers, clients, underwriters.
• Support or fill in for Account Manager as needed.
• Complete duties with timely, accurate quotes and data entry.

Job description

Aloha Insurance in Kailua-Kona, HI is seeking a Personal Lines Specialist to support the Personal Lines Account Manager with data gathering, quoting, and policy placement. This role emphasizes timely quotes, accurate data entry, and strong client service.

The successful candidate will use rating software, gather reports, and maintain professional communication with clients and underwriters, while supporting various projects as needed.