Personal Lines Account Manager
- Employer
- LRA Insurance
- Location
- Orlando, Florida
- Salary
- Up to $50,000 plus commission and benefits
- Posted
- Jul 08, 2021
- Closes
- Sep 06, 2021
- Category
- Customer Service
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
Are you tired of the word “agent” to describe your role? Do you feel that what you do for your clients is more than what most people think of insurance? At LRA Insurance, we work with clients who value insurance and who see us as Risk Advisors to help them maximize their business and their lives. We are looking for people who want to be part of our team of risk advisors. LRA Insurance offers a dynamic team environment that utilizes each team members strengths to better serve our clients and each other. We work hard, but we celebrate together often. In our desire to help our clients, we promote a learning culture for our employees through continuous, personalized coaching and training. No matter what role or department you are part of, you will certainly be part of a high performing team.
Personal Lines Account Manager
Primary Responsibilities:
· Ability to handle complex accounts
· Cross-selling to existing and new clients
· Ordering and processing renewal and change requests
· Acting proactively to retain accounts, according to agency procedures and
standards
· Actively solicits and processes additional lines of coverage for all accounts
· Ability to provide all basic information on all LRA Insurance services and direct
clients accordingly
Personal and Organizational Development
· Sets priorities and manages workflow to ensure efficient, timely and accurate
processing of transactions and other responsibilities
· Maintains a cordial and effective relationship with our “family” (clients, co-
workers, carriers, community) and other business contacts
· Keeps informed regarding industry information, new product information,
legislation, coverages, and technology to continuously improve knowledge and
performance.
· Interacts with others effectively by utilizing good communications skills,
cooperating purposefully and providing information and guidance, as needed, to
achieve the business goals of the agency.
Knowledge, Skills and Abilities
· Minimum of 3-5 years insurance experience
· 440, 2-20 or 20-44 license required
· Ability to communicate orally and in writing with others to explain complex
issues, receive and interpret complex information, and respond appropriately.
· Ability to understand written and oral communications and interpret abstract
information.
· Knowledge of insurance products and usage.
· Knowledge of insurance markets and reference to markets.
· Knowledge of insurance rating and underwriting procedures.
· Ability to carry out complex tasks with many concrete and abstract variables.
· Familiarity with computer and Microsoft Office processing programs.
· Ability to process written and other materials visually.