Personal Lines Account Manager

Job Description

Job Description

Description:

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
• Ability to provide all basic information on all LRA Insurance services and direct 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.
• This job descriptions is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties.
• Minimum of 3-5 years insurance experience

Requirements:

Knowledge, Skills and Abilities:

• 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.