Commercial Lines Account Executive

LUMBRA RISK ADVISORS, LLC

Commercial Lines Account Executive assisting in service and marketing for insurance clients. Supporting Producers and handling account management responsibilities in a fully remote setup.

Posted 7/28/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in insurance processes, including policy management, client communication, and claims facilitation. Proficient in utilizing industry-specific software and maintaining strong relationships with clients and carriers.

Highest-signal resume keywords

Commercial Insurance ExperienceAdvanced Certificate ProcessingProperty, Casualty Agents LicenseKnowledge of Insurance Rating and Underwriting ProceduresFamiliarity with AMS360 and ImageRight

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ManagementClaims FacilitationInsurance Product KnowledgeInvoicing and BillingInsurance Market Knowledge

Soft Skills

Effective CommunicationClient Relationship ManagementWorkflow ManagementProblem Solving

Tools & Technologies

Microsoft OfficeAMS360ImageRight

Certifications & Qualifications

Property, Casualty Agents License

Industry Keywords

Insurance ProceduresCoverage FormsQuotationsClient Needs AnalysisFinancial Equity

About the role

Key responsibilities & impact

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
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
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

Requirements

What you’ll need

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

Benefits

Comp & perks

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