Personal Lines Account Manager

Primary Responsibilities

• 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
• Provides all basic information on all LRA Insurance services and directs clients accordingly

Personal And Organizational Development

• 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

Working Conditions

• High pressured, fast-past environment with significant telephone and personal disruptions
• Large number of multiple steps in complex systems performed with accuracy and speed is essential to the successful completion of tasks

Requirements

• 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