Personal Lines Account Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Capable of managing intricate accounts.

• Engaging in cross-selling opportunities with both current and prospective clients.

• Responsible for ordering and processing renewal and modification requests.

• Proactively working to retain accounts in line with agency protocols and standards.

• Actively seeking and processing additional lines of coverage for all accounts.

• Equipped to provide comprehensive information on all LRA Insurance services and guide clients accordingly.

• Sets priorities and manages workflow to guarantee efficient, timely, and precise processing of transactions and other duties.

• Fostering a friendly and effective relationship with our “family” (clients, colleagues, carriers, community) and other business partners.

• Staying updated on industry news, new product developments, legislation, coverages, and technology to enhance knowledge and performance.

• Effectively interacting with others by employing strong communication skills, collaborating purposefully, and offering information and guidance as needed to achieve the agency's business objectives.

⛳️ Requirements

• A minimum of 3-5 years of experience in the insurance field.

• Possession of a 440 or 2-20 license is mandatory.

• Ability to communicate effectively both verbally and in writing, explaining complex issues, interpreting complicated information, and responding appropriately.

• Capable of understanding written and verbal communications and interpreting abstract information.

• Knowledgeable about insurance products and their applications.

• Familiarity with insurance markets and references to those markets.

• Understanding of insurance rating and underwriting procedures.

• Competent in executing complex tasks that involve numerous concrete and abstract variables.

• Proficient with computer systems and Microsoft Office applications.

• Ability to visually process written and other materials.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness programs.

• Opportunities for professional development and growth.

• Supportive work environment with a strong team culture.