Personal Lines Account Manager
LRA Insurance, Orlando, FL, United States
Description
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
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 work flow 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.
Working Conditions
High pressured, fast-paced environment with significant telephone and personal disruptions. Large number of multiple steps in complex systems performed with accuracy and speed is essential to the successful completion of tasks.
This job descriptions is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties.
Minimum of 3-5 years insurance experience.
Requirements Knowledge, Skills and Abilities
Minimum of 3-5 years insurance experience
440 or 2-20 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.
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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
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 work flow 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.
Working Conditions
High pressured, fast-paced environment with significant telephone and personal disruptions. Large number of multiple steps in complex systems performed with accuracy and speed is essential to the successful completion of tasks.
This job descriptions is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties.
Minimum of 3-5 years insurance experience.
Requirements Knowledge, Skills and Abilities
Minimum of 3-5 years insurance experience
440 or 2-20 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.
#J-18808-Ljbffr