Commercial Lines Account Executive

Vaga não está no LinkedIn

🕒 Julho 28

🐊 Florida – Remoto

🐊 Florida – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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LUMBRA RISK ADVISORS, LLC

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 1986

💼 Consultoria

🤝 B2B

Consulting • B2B

A LUMBRA RISK ADVISORS, LLC é uma empresa para a qual as informações públicas fornecidas são mínimas (o texto fornecido contém texto padrão do LinkedIn em vez de um perfil corporativo). Com base no nome da empresa, é razoável inferir que a LUMBRA RISK ADVISORS, LLC oferece serviços de consultoria e aconselhamento em gestão de riscos para organizações — por exemplo, avaliação de riscos, planejamento de mitigação e trabalhos de consultoria relacionados para clientes empresariais. Não foram disponibilizados detalhes específicos sobre produtos, clientes, tamanho ou financiamento no texto fornecido, portanto a descrição é intencionalmente conservadora e baseada principalmente no nome da empresa e nos serviços típicos que esse nome implica.

Descrição

• Provides technical support to Producer(s); specifically in analyzing client needs, coverage forms and quotations • Schedules appointments with clients as requested by Producer(s) • Occasionally accompanies Sales Executive on prospect and client meetings as requested by Sales Executive • Completes applications in coordination with Sales Executive; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence • Determines if direct or agency billing is appropriate and invoices accordingly • Prepares summaries of insurance, schedules and proposals for word processing as needed • Processes renewals in coordination with Producer(s) according to agency procedures • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier • Verifies policy and policy change information, facilitating corrections when necessary • Processes incoming mail and phone requests, responding promptly and appropriately • Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards • Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive(s) • Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible • Identifies exposure to loss and recommends appropriate coverage in coordination with Sales Executive(s) • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status according to agency procedures • Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities • Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts • Keeps informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance • Interacts effectively with others by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency

🎯 Requisitos

• Minimum of 5 years of commercial experience • Ability to manage multiple Producers • Advanced Certificate Processing • Ability to communicate orally and in writing to explain complex issues, receive and interpret complex information and respond appropriately • Ability to understand written and oral communication, and interpret abstract information • Knowledge of insurance rating and underwriting procedures • Familiarity with computer and Microsoft Office processing programs • Familiarity with AMS360 and ImageRight • Ability to process written and other materials visually • Property, Casualty Agents License • Knowledge of insurance products and usage • Knowledge of insurance markets and reference to markets • Ability to carry out complex tasks with many concrete and abstract variables

🏖️ Benefícios

• Fully Remote