Experience:
1-3 years of experience
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Employment Type:
Full time
Posted:
10/25/2018
Job Category:
Sales
Account Coordinator
(This job is no longer available)
Woodruff-Sawyer & Company | Honolulu, HI
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Job Description

Primary Job Duties

* Set up renewal, marketing and other practice templates
* Begin to participate in client presentations, renewal marketing and the strategic planning process
* Update specifications on agency management system with current account information provided by service team
* Prepare and transmit invoices in accordance with WS Service Standards
* Work with accounting to resolve client billing issues
* Update Summary of Insurance as appropriate
* Demonstrate creativity in problem solving and the ability to understand broader workflow
* Manage endorsement requests with markets and clients
* Begin building client and market relationships

QUALIFICATIONS:

* 1-2 years of prior administrative or customer service experience preferred.
* College degree preferred, high school diploma or equivalent required.
* Proficient with Microsoft Excel, Word, Powerpoint, and Outlook.
* Strong verbal, written and interpersonal communication skills.
* Fire & Casualty license required at hire or within 3 months of obtaining position.

About Woodruff-Sawyer & Company

Woodruff-Sawyer & Co. is an independent brokerage firm providing insurance consultation, risk management, and employee benefits services to the business community, both nationally and abroad. We are one of the largest privately held independent insurance brokerage firms in the United States. Our commitment to excellence has helped to establish us as the clear, best choice in our industry.