Select Business Unit Account Manager
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Lumbra Risk Advisors, LLC
FL
Summary
Manage day-to-day service needs for a book of small commercial accounts and provide technical support to Sales Executives. Handle renewals, audits, policy changes, and ensure an exceptional client experience through professional communication.
Job Description
Description
LRA Insurance, founded in 1987, is a family-owned, full-service insurance agency based in Orlando, Florida. For more than 30 years, we’ve been known for exceptional service, strong client relationships, and personalized insurance solutions. We are seeking an experienced Commercial Lines Account Manager to support our Select Business Unit in a fully remote role.
This position is responsible for managing day-to-day service needs for a book of small commercial accounts, supporting Sales Executives, and ensuring an exceptional client experience. The ideal candidate has deep knowledge of the Florida commercial insurance market, strong technical skills, and the ability to work efficiently in a fast-paced environment.
What You’ll Do
- Provide technical support to Sales Executives by analyzing client needs, reviewing coverage, and preparing applications.
- Submit applications to carriers, follow up on quotes and policies, and ensure accurate issuance of binders, certificates, endorsements, and related documents.
- Manage renewals, audits, policy changes, billing, collections, and cancellations according to agency procedures.
- Respond promptly to client and carrier requests and maintain clear, professional communication throughout the service process.
- Identify exposures and recommend appropriate coverage solutions.
- Assist clients with claims reporting and follow-up to ensure timely handling.
- Work to retain accounts by addressing concerns and resolving issues proactively.
Requirements
- Minimum of five years of commercial insurance experience in the Florida market
- Active 2-20 license
- Strong familiarity with Florida carriers and the ability to manage a book of business across multiple markets
- Strong communication, client service, and problem-solving skills
- Experience supporting multiple Producers and managing a high-volume workload
- Advanced skills in certificate processing and policy servicing
- Knowledge of rating and underwriting procedures
- Proficiency with Microsoft Office, AMS360, and ImageRight
- Ability to manage complex tasks with accuracy and attention to detail
