What are the responsibilities and job description for the Personal Lines Account Manager position at Lumbra Risk Advisors, LLC?
Description
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-past 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.
Salary : $45,000 - $55,000