Personal Lines Account Manager

Emploi pas sur LinkedIn

🕒 il y a 9 jours

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of LUMBRA RISK ADVISORS, LLC

LUMBRA RISK ADVISORS, LLC

11 - 50 employés

Fondée en 1986

💼 Conseil

🤝 B2B

Consulting • B2B

LUMBRA RISK ADVISORS, LLC est une entreprise pour laquelle les informations publiques disponibles sont minimales (le texte fourni contient des éléments standards de LinkedIn plutôt qu'un profil d'entreprise). Sur la base du nom de l'entreprise, il est raisonnable de supposer que LUMBRA RISK ADVISORS, LLC offre des services de conseil et d'expertise en gestion des risques aux organisations, tels que l'évaluation des risques, la planification de leur atténuation et des services de conseil apparentés pour des clients professionnels. Aucune information spécifique sur les produits, les clients, la taille ou le financement n'était disponible dans le texte fourni, donc la description est volontairement prudente et se base principalement sur le nom de l'entreprise et les services typiques suggérés par ce nom.

Description

• 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.

🎯 Exigences

• 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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