Select Business Unit Account Manager

Reposted 2 Months Ago
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Orlando, FL, USA
In-Office
55K-65K
Senior level
Insurance • Professional Services • Financial Services
The Role
Manage day-to-day servicing of a portfolio of small commercial insurance accounts: support Sales Executives, submit applications, handle renewals, billing, endorsements, certificates, and claims assistance. Advise on exposures and coverage, retain accounts, and ensure accurate policy issuance using AMS360 and ImageRight.
Summary Generated by Built In

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

Skills Required

  • Minimum of five years of commercial insurance experience in the Florida market
  • Active 2-20 license
  • Strong familiarity with Florida carriers and 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
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The Company
HQ: Orlando, FL
Year Founded: 1987

What We Do

Lumbra Risk Advisors, LLC (dba LRA Insurance) is a family-owned, independent insurance agency founded in 1987 and based in Orlando, Florida. The firm provides full-service personal and commercial insurance solutions—auto, home, specialty, workers' compensation and employee benefits—working with multiple highly rated carriers to tailor coverage and service for individuals and businesses across the region.

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