Personal Lines Account Manager

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πŸ”₯ 5 minutes ago

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Logo of LUMBRA RISK ADVISORS, LLC

LUMBRA RISK ADVISORS, LLC

11 - 50 employees

Founded 1986

πŸ’Ό Consulting

🀝 B2B

Consulting β€’ B2B

LUMBRA RISK ADVISORS, LLC is a company for which the supplied public information is minimal (the provided text contains LinkedIn boilerplate rather than a company profile). Based on the company name, it is reasonable to infer that LUMBRA RISK ADVISORS, LLC provides risk advisory and consulting services to organizations β€” e. g. , risk assessment, mitigation planning, and related advisory work for business clients. No specific products, clients, size, or funding details were available in the supplied text, so the description is intentionally conservative and based primarily on the company name and typical services implied by that name.

πŸ“‹ Description

β€’ Ability to handle complex accounts β€’ Cross-selling to existing and new clients β€’ Ordering and processing renewal and change requests β€’ Acting proactively to retain accounts; according to agency procedures and standards β€’ Actively solicits and processes additional lines of coverage for all accounts β€’ Ability to provide all basic information on all LRA Insurance services and direct clients accordingly β€’ Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities β€’ Maintains a cordial and effective relationship with our β€œfamily” (clients, co-workers, carriers, community) and other business contacts β€’ Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. β€’ 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.

🎯 Requirements

β€’ Minimum of 3-5 years insurance experience β€’ 440 or 2-20 license required β€’ Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately. β€’ Ability to understand written and oral communications and interpret abstract information. β€’ Knowledge of insurance products and usage. β€’ Knowledge of insurance markets and reference to markets. β€’ Knowledge of insurance rating and underwriting procedures. β€’ Ability to carry out complex tasks with many concrete and abstract variables. β€’ Familiarity with computer and Microsoft Office processing programs. β€’ Ability to process written and other materials visually.

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