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 marketActive 2-20 licenseStrong familiarity with Florida carriers and the ability to manage a book of business across multiple marketsStrong communication, client service, and problem-solving skillsExperience supporting multiple Producers and managing a high-volume workloadAdvanced skills in certificate processing and policy servicingKnowledge of rating and underwriting proceduresProficiency with Microsoft Office, AMS360, and ImageRightAbility to manage complex tasks with accuracy and attention to detail Read LessAbout Us
At LRA Insurance, we're a dynamic and forward-thinking insurance agency committed to providing exceptional service and innovative solutions to our clients. As a leader in the industry, we recognize the importance of continuous learning and development. We're looking for passionate individuals who are eager to grow, thrive in a fast-paced environment, and make a meaningful impact in the world of insurance.
Position Overview
We are currently seeking motivated individuals to join our team as Entry-Level Insurance Associates. In this role, you will have the opportunity to learn the ins and outs of the insurance industry while working alongside experienced professionals. As an integral member of our team, you will play a key role in supporting our agency's operations, assisting clients, and contributing to our ongoing success.
Primary Responsibilities
· Assist with administrative tasks such as data entry, filing and document management.
· Provide support to insurance agents and brokers in servicing client accounts.
· Learn about various insurance products, coverage options, and policy terms.
· Assist in processing insurance applications, endorsements and renewals.
· Respond to client inquiries and provide excellent customer service.
· Collaborate with team members to ensure efficient workflow and timely completion of tasks.
· Participation in training programs and workshops to expand knowledge and skills.
· Stay updated on industry trends, regulations, and best practices.
Why Join Us
· Comprehensive training and mentorship programs to support your professional development.
· Opportunities for advancement and career growth within the company.
· Dynamic and collaborative work environment where your ideas and contributions are valued.
· Chance to make a positive impact by helping clients protect what matters most.
Requirements:Qualifications
· 4-40 license will be required. 2-20 license will be required to work remotely.
Strong attention to detail and accuracy in data entry and documentation.
· Excellent communication skills, both verbal and written.
· Ability to multitask and prioritize tasks in a fast-paced environment.
· Eagerness to learn and willingness to take on new challenges.
· Basic computer skills and proficiency in Microsoft applications.
· Previous customer service or administration experience a plus but not required.
· Passion for the insurance industry and a desire to grow professionally.
Read LessThe 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 workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilitiesMaintains 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 performanceInteracts effectively with others by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agencyRequirements:Knowledge Skills and Abilities:
Minimum of 5 years of commercial experienceAbility to manage multiple ProducersAdvanced Certificate ProcessingAbility to communicate orally and in writing to explain complex issues, receive and interpret complex information and respond appropriatelyAbility 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 ImageRightAbility to process written and other materials visually.Property, Casualty Agents LicenseKnowledge of insurance products and usageKnowledge of insurance markets and reference to marketsAbility to carry out complex tasks with many concrete and abstract variables Read LessPrimary Responsibilities:
Ability to handle complex accountsCross-selling to existing and new clientsOrdering and processing renewal and change requestsActing proactively to retain accounts; according to agency procedures and standardsActively solicits and processes additional lines of coverage for all accountsAbility to provide all basic information on all LRA Insurance services and direct clients accordinglyPersonal and Organizational Development:
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilitiesMaintains a cordial and effective relationship with our “family” (clients, co-workers, carriers, community) and other business contactsKeeps 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 experienceRequirements:Knowledge, Skills and Abilities:
Minimum of 3-5 years insurance experience440 or 2-20 license requiredAbility 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. Read LessPrimary Responsibilities:
Actively manage leads and prospective clients on a daily basis and utilizes the Agency’s technology for tracking leads, activities and action items.Meet production goals/requirements as set by the AgencyConducts research of external informationEnsure and anticipate accurate and timely servicing of client needs on a diverse book of commercial lines insurance business.Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.Identify prospective clients, obtain and maintain data about their financial resources and needs.Utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.Prepare and conduct sales presentations to prospective and existing customers on new and renewal business.Maintain thorough knowledge in market, industry, and economic and administrative trends to better serve customers.Design insurance programs, recommend coverages, and change and/or implement client programs.Presents the solutions to clients and negotiates compensation effectively.Creates a client-specific business plan to ensure growth, retention, and cross-sell goals are met.Ensures quality of deliverables and enforcement of critical deadlines through effective communication.Leads communication between the client and the service team members.Generates accurate budget projections, monitors progress and provides updates to leadership.Seeks feedback on firm’s execution of renewals through ongoing client dialogue.Maintain a strong understanding of Property & Casualty coverages.Maintain expert knowledge of one of more specialty industry groups.Contact prospective clients and explain features and merits of policies offered.Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Obtain and maintain all licensing and continued education requirements.Develops and maintains relationships with clients, prospects, carriers, vendors and other firm advisors/employees.Knowledge, Skills and Abilities:
Demonstrable evidence in your ability to generate substantial new business,Ability to think innovatively, creatively, critically and logically to provide value added insurance and risk management solutions to clients.Strong interpersonal skills, including relationship building & maintenance.Excellent communication (verbal and written), analytical, presentations & organizational skills.Self-motivated with the ability to work collaboratively as part of a team or individually in a fast paced, dynamic environment where superior time management and prioritization skills are essential.Requirements:As a Benefits Account Executive, you will play a pivotal role in supporting our clients and internal team. You will provide technical expertise to Producers, analyze client needs, and ensure the delivery of exceptional service throughout the client lifecycle.
About the Role
As a Benefits Account Executive, you will play a pivotal role in supporting our clients and internal team. You will provide technical expertise to Producers, analyze client needs, and ensure the delivery of exceptional service throughout the client lifecycle.
Responsibilities
Collaborate with Producers to analyze client needs, coverage forms, and quotations, offering technical guidance that supports sound recommendations.Manage group accounts with employee populations ranging from 5 to 200 lives, ensuring high quality service and proactive oversight.Oversee all aspects of group account management, maintaining compliance, accuracy, and strong client satisfaction.Schedule and lead client meetings, fostering trusted relationships and gaining a deep understanding of client goals.Prepare presentations for new business and renewal accounts, clearly communicating our value and strategy.Process renewals and applications, ensuring timely submissions and thorough follow up with carriers.Review invoices and policy change information, facilitating corrections and maintaining data integrity.Respond promptly to client inquiries and requests to uphold a superior standard of service.Proactively identify opportunities to preserve accounts, support retention initiatives, and maintain financial equity for the agency.Preferred Skills
Stay informed about industry trends, emerging products, legislation, and technology to continuously enhance performance.Communicate effectively and work cooperatively with team members to achieve shared business goals.Requirements:Qualifications
Minimum of 5 years of benefits experience with carriers such as UnitedHealthcare, Florida Blue, Principal, Guardian, and EyeMed within the state of Florida.2-15 License required.Required Skills
Familiarity with Employee Navigator, BenefitPoint, and ImageRight is a plus.Ability to process written, digital, and technical materials accurately and with attention to detail.Strong knowledge of insurance products and their application. Read LessAt LRA Insurance, we're a dynamic and forward-thinking agency committed to providing exceptional service and innovative solutions. We recognize that the backbone of our success is a team that balances technical accuracy with a human touch. We are looking for a quick learner who can master complex data while serving as a professional voice for our clients.
Position Overview
We are seeking a motivated Entry-Level Insurance Associate to join our Orlando team. This is a high-impact role that combines meticulous data entry with direct client interaction. You will be the engine of our daily operations—processing vital policy information while ensuring our clients feel supported and understood.
Primary Responsibilities
Data Integrity: Execute high-volume data entry, including processing applications, endorsements, and renewals with 100% accuracy.Client Communication: Serve as a primary point of contact for client inquiries, providing clear, professional, and empathetic service via phone and email.Technical Support: Assist agents and brokers in servicing accounts by managing documentation and ensuring a seamless workflow.Policy Education: Quickly learn and explain various insurance products, coverage options, and policy terms to clients.Problem Solving: Navigate client questions regarding billing, documentation, and basic policy structures.Compliance: Maintain organized digital and physical files in accordance with industry regulations and agency standards.Requirements:License: 2-15 license held, or the ability to obtain one quickly (enabling future remote flexibility).Experience: Previous Customer Service experience is required. You must be comfortable and professional while speaking with clients.Insurance Literacy: A foundational understanding of insurance concepts (e.g., deductibles, premiums, and limits) is highly preferred.Learning Agility: A "quick learner" mindset; ability to rapidly absorb new software systems and evolving industry regulations.Detail Oriented: Exceptional accuracy in data entry; you’re the type of person who catches the typo everyone else missed.Tech Savvy: Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to adapt to agency management systems. Read Less