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Commercial Lines Account Executive

Job Summary:                                  

The Commercial Lines Account Executive performs the essential functions of the position, which include aiding Sales Executives and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

 

Primary Responsibilities:

  • Provides technical support to Producer(s); specifically in analyzing client needs, coverage forms and quotations.
  • Schedules appointments with clients as requested by Producer(s).
  • Occasionally accompanies Sales Executive on prospect and client meetings as requested by Sales Executive.
  • Completes applications in coordination with Sales Executive; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
  • Determines if direct or agency billing is appropriate and invoices accordingly.
  • Prepares summaries of insurance, schedules and proposals for word processing as needed.
  • Processes renewals in coordination with Producer(s) according to agency procedures.
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
  • Verifies policy and policy change information, facilitating corrections when necessary.
  • Processes incoming mail and phone requests, responding promptly and appropriately.
  • Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
  • Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive(s).
  • Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
  • Identifies exposure to loss and recommends appropriate coverage in coordination with Sales Executive(s).
  • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status according to agency procedures.

Personal and Organizational Development

  • Sets priorities and manages work flow to ensure efficient, timely, and accurate processing of transactions and other reponsibilities
  • Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
  • Keeps informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
  • Interacts effectively with others by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency

Knowledge Skills and Abilities

  • Minimum of 5 years of commercial experience
  • Ability to manage multiple Producers
  • Advanced Certificate Processing
  • Ability to communicate orally and in writing to explain complex issues, receive and interpret complex information and respond appropriately
  • Ability to understand written and oral communication, and interpret abstract information.
  • Knowledge of insurance rating and underwriting procedures.
  • Familiarity with computer and Microsoft Office processing programs.
  • Familiarity with AMS360 and ImageRight
  • Ability to process written and other materials visually.
  • Property, Casualty Agents License
  • Knowledge of insurance products and usage
  • Knowledge of insurance markets and reference to markets
  • Ability to carry out complex tasks with many concrete and abstract variables 


COMMERCIAL LINES PROCESSOR

Job Summary:                                  

The Processing Team provides direct support for the Commercial Lines Account Manager, Account Executives and Producers through the processing of data entry items in accordance of agency procedures and standards. Ideal candidate will be an energetic self-starter, who works well in a highly automated, team environment.

 

Primary Responsibilities:

  • Starting the renewal task process in agency management system
  • Checking in of endorsements, cancellations, renewals and premium audits and filing all necessary items appropriately
  • Processing of MVRs, certificates and client letters professionally and in a timely manner
  • Maintaining the LRA Experience with our “Family” while completing items listed on the “Processors Task List”
  • Actively working with Account Managers, Account Executives and Producers to ensure tasks are being completed in a timely manner
  • Ability to provide all basic information on all LRA Insurance services and direct clients accordingly
  • Corporate Greeter backup (overflow calls, breaks and fill in if necessary)

 

Knowledge, Skills and Abilities

  • Entry level, some insurance knowledge is beneficial but not required
  •   440 or willingness to obtain license
  •  Ability to communicate orally and in writing with others to explain issues, receive and interpret information, and respond appropriately.
  • Ability to understand written and oral communication, and interpret abstract information.
  • Familiarity with computer and Microsoft Office processing programs. ImageRight and AMS360 experience is beneficial but not initially required
  •  Ability to carry out tasks efficiently and accurately.


Working Conditions

  • High pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.  
  • This job description is intended to describe the level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.



Qualified applicants may submit their resumes to .

We thank you for your interest in our Agency! 


LRA Insurance is a family owned and operated agency since 1987. Employees are eligible for health benefits afer 60 days of continued employment and ancillary benefits after 90 days of continued employment in addition to participation in the company Simple IRA with company match. LRA covers most continuing education expenses and supports furthering education through designations and licenses. We also provide in house training on insurance, technical support and personal development. As an active member of the community, LRA supports many local charities year round. 

Contact Us

407-838-3445
8:15 AM - 4:45 PM, M - F

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498 South Lake Destiny Dr.
Orlando, Florida 32810
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407-838-3445
Mon-Fri 8:15AM-4:45PM

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