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from LRA Insurance

Personal Lines Account Executive

Job Summary:                                  

Servicing, retention and rounding of Personal Insurance accounts, according to agency procedures and standards. Ideal candidate will be an energetic self starter, who works well in a highly automated, team environment.

 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, coworkers, 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.

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 communication, and interpret abstract information.
  • Knowledge of insurance rating and underwriting procedures.
  • Familiarity with computer and Microsoft Office processing programs
  • Ability to process written and other materials visually.
  • 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.

 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.


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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Main Office
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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