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Farm Department Account Manager
2 months ago
About Us
Founded in 1948, Seltzer Group Partners offers businesses and people the best insurance programs available, delivers superior risk-management solutions and provides exceptional thought leadership. Our mission is to change the way our clients view insurance and manage risk. This enables us to deliver the highest-quality coverage that protects what they value most. Today, Seltzer Group Partners works with individuals and businesses in 11 different locations in eastern Pennsylvania, including Orwigsburg, Pottsville, Emmaus, Reading, Myerstown, Mount Penn, White Haven, Reading, Honey Brook, Lansford and Bethlehem. We also serve customers in Bradenton, FL. Seltzer Group Partners provides a team of people to help our clients with a wide range of specialized services. Every client is assigned a Client Advocate to quarterback and champion our client's specific business needs across our portfolio of different services. Each service area, whether it's business insurance, workers' compensation management, disaster recovery, safety, personal insurance or human resources management, has its own practice leader who also works directly with clients on those specific issues.
Farm Department Account Manager
Position Summary:
Farm Department Account Managers will manage all aspects of Farm Insurance accounts and the Personal and Commercial Insurance policies that are linked to the Farm Insurance accounts. This includes the servicing, counseling, retention and cross-selling of farm and related insurance products according to agency procedures and standards. Farm Department Account Managers will assist in all subdivisions of the Farm Department as needed.
Responsibilities:
- Work with existing customers via inbound/outbound calls to assist those that wish to cancel or have their insurance requoted by reviewing coverage, counsel on the coverage they have or the additional coverage that may be available to them, products and benefits that meet the needs of the clients and to retain the business.
- Counsel existing customers concerning coverage and/or policy changes, quote insurance rates and accurately complete applications. Quote and remarket when necessary.
- Consistently look to prioritize the placing of business with core carriers.
- Gather the needed information for each quote, enter the quote data into the agency provided quoting software, discuss and counsel each client with the product that best fits their needs.
- Perform account transactions including, but not limited to quotations, applications and binders for Rewritten & New Business.
- Prepare and complete questionnaires, documents and adjust accounts in accordance with agency procedures and standards.
- Modify, update and process existing policies and claims in our agency management system and company systems to reflect any changes in coverage and/or type of insurance.
- Document each interaction with a customer in our agency management system and attach emails and documents in accordance with agency procedures.
- Assist customers with billing inquiries and payments as needed.
- Responsible for the completion of daily and monthly reports assigned to you.
- Act proactively to retain accounts, following up on cancellations and Broker of Record letters, according to agency procedures.
- Seek out new sales opportunities through networking, referrals or asking for additional lines of business.
- Represent the agency in a professional, ethical and courteous manner that is consistent with the image of the agency.
- Respond to all customers promptly, accurately, professionally and courteously.
- Maintain confidentiality of company and client information.
- Team effort with Farm Department cross sale opportunities for existing agency customers.
- Will rotate between Farm Department service and Farm new business as needed.
- Any other duties, responsibilities or activities as assigned.
Qualifications:
- High School diploma required; Associate or Bachelor’s degree preferred
- Minimum of 3 years of related commercial lines account management experience; any experience with Farm accounts highly desired
- Pennsylvania Property and Casualty License required; Life and Health Insurance License preferred
- Understanding of insurance coverage forms, carrier products and company underwriting guidelines
- Adherence to agency guidelines for placing business
- Knowledge and ability to use individual company software and programs to quote policies when required
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- Experience with an agency management system, preferably Applied Epic
- Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling products
- Must display a positive attitude at all times with clients and employees
- Strong oral and written communication skills
- Ability to listen and speak effectively to others
- Ability to manage one’s own time
- Ability to organize, plan and prioritize workload
- Ability to take direction and work both independently and as part of a team
Hours: Monday-Friday, 8:30am-5:00pm
Office Locations:
- 1480 Delta Rd, Red Lion, PA 17356 (Preference)
- 610 Route 61 South, Orwigsburg, PA 17961
- 4641 Horseshoe Pike, Honey Brook, PA 19344
Benefits:
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
