About the Role

As an Assistant Account Manager II, you will assist in handling customer and agent interactions, processing mail, endorsements, invoices, and proof of insurance. You will also be responsible for screening customer requests, providing limited customer service, and managing policy change requests. Your role will require you to stay updated on carrier underwriting guidelines and statutory requirements, input customer information into the Agency Management System (AMS), and ensure accurate documentation of all transactions.

About You

Required:

Producer’s license in Property and Casualty
Three years of experience in Property and Casualty insurance
Experience with Agency Management System (AMS)
Excellent communication, organizational, and time management skills
Ability to handle large volumes of work in a timely manner
Capability to manage multiple tasks simultaneously
High-speed, quality, and accurate task performance
Personal computer experience

Preferred:

High school diploma or equivalent

Finance Factors has been providing financial services in Hawaii for 70 years. Established in 1952 by several island families, the company has grown from a small local enterprise that pioneered personal loans for Hawaii’s working class, into Hawaii’s largest locally-owned depository financial services loan company. Today, Finance Factors continues to work diligently to help generations of families fulfill their financial dreams with creative lending and savings products. Finance Factors specializes in residential real estate loans for purchase, refinance, cash-out, and home equity, as well as commercial real estate loans. Finance Factors also offers some of the best rates on certificates of deposit and savings accounts, with deposits insured by the FDIC.

Assistant Account Manager II

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Summary

About the Role

About You