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Agency Management Specialist

Job Details

LA - Metairie, LA

Position Description

Position Summary:

Manages the Elatas Risk Partner’s book of business and its associated operations. Completes a wide variety of generalized and specialized agency support and customer sales and service functions.

Reporting Relationship:

Reports directly to the Director of Marketing

Essential Functions/Responsibilities:

  • Works in a cooperative manner with management, coworkers, customers, and vendors; supports  LAMMICO’s mission and vision in daily operations
  • Contributes to the development of the department’s strategic and operating planning and meets assigned target dates and objectives; helps ensure that department and company quality, service and productivity standards are met
  • Interact courteously and professionally with all Elatas Risk Partners/LAMMICO employees, policyholders, and outside vendors; seeks to support ERP’s mission and vision in daily operations
  • Contributes to the development of the ERP’s strategic and operating planning and meets assigned target dates and budget goals; helps ensure that department quality, service, and productivity standards are met
  • Responds to telephone inquiries relative to ERP’s products and/or services
  • Markets quotes/renewals to insurance carriers and brokers
  • Develops and maintains prospect/client proposals
  • Reviews new business/renewal policies
  • Handles transactions, endorsements and COI’s relating to ERP’s clients
  • Distributes and files assigned incoming mail and correspondence
  • Agency accounting; assists LAMMICO accounting department in reconciling accounts
  • Works with accounting agency specialist on the processing of Agency’s operating and trust cash receipts and disbursements including coding, preparing checks, issuing, mailing and maintaining the vendor files in AMS
  • Works with Agency Account Executive on Agency Billing Process; makes certain Agency Billed receipts are collected timely and that the carrier is paid
  • Gathers competitive intelligence, analyze ERP’s position and recommend action
  • Maintain Agency AMS database(updates), form letters, client and agency files
  • Nurtures and maintains relationship with insurance carriers/brokers; assures files and contracts are properly maintained
  • Develops and assists with training on all new agency processes
  • Manages LAMMICO’s bond needs for the claims department
  • Serves as a consultant/agent to the CFO for LAMMICO’s insurance policies
  • Participates in the screenings and appointments for any new LAMMICO agent
  • Manage and renew LAMMICO’s/ Elatas’ licenses/appointments with multiple states
  • Represents the Agency and the Marketing department at business functions as needed
  • Meets with agency clients and prospects to sell agency products and services


Secondary Functions/Responsibilities:

  • Other responsibilities and special projects as assigned
  • Maintains Agency manuals

Education, Experience and Skills


  • P&C license required; must acquire licenses for all other lines of insurance sold by Elatas as necessary after hire
  • Bachelor’s Degree or five years of experience in the insurance industry or the inside marketing of all Elatas Risk Partner’s product lines
  • Working knowledge of DOI regulations pertaining to insurance agencies
  • Demonstrated leadership skills
  • Ability to service and deal with demanding customers in a fast-paced environment
  • Strong customer focus and team orientation
  • Ability to appropriately handle confidential and sensitive company information
  • Commitment to continuing industry and individual functional education
  • Strong decision making skills
  • Excellent communication skills with the ability to interact and work effectively with employees at all levels within the organization
  • Ability to manage time, set priorities and work independently; ability to organize, analyze, and interpret information
  • Proficiency in the use of Microsoft Office Programs, AMS and ImageRight
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