Personal Lines Account Manager

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🕒 Julho 28

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of LUMBRA RISK ADVISORS, LLC

LUMBRA RISK ADVISORS, LLC

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

• 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 • 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.

🎯 Requisitos

• 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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