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Group Benefits Account Manager
4 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.
Group Benefits Account Manager
Responsibilities:
- Service an assigned benefits book of business, both small group and mid-market
- Represent the Agency in a professional, ethical and courteous manner consistent with the Agency image
- Develop and maintain relationships with clients to retain business
- Responsible for retention goal of 98%
- Receive and return calls in a professional, timely and courteous manner, provide a positive client experience
- Document each customer interaction in agency management system
- Collaborate with the sales team to develop renewal and retention plan
- Gather information and quote applicable carriers through rating software
- Enter data into agency management system as needed for each client
- Prepare applications, obtain signatures, and issue policies as directed
- Maintain confidentiality of company and client information
- Minimal travel to clients may be required
- All other duties, responsibilities or activities as assigned by management
Qualifications:
- High School diploma required; Associate or Bachelor’s degree preferred
- Minimum of 3 years of related group benefits account management experience
- Pennsylvania Life and Health Insurance license required
- Understanding of insurance coverage forms, carrier products and company underwriting guidelines
- Knowledge and ability to use individual company software and programs to quote policies when required
- Skilled use of carrier rating platforms
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- Experience with an agency management system, preferably Applied Epic, and Employee Navigator
- Active desire to pursue learning through education
- Demonstrate persistence and ability to overcome obstacles
- Self-motivated to set and achieve goals
- Knowledge of processes for providing customer and personal services
- Principles and methods for promoting and selling products
- 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
- Strong oral and written communication skills
- Ability to listen and speak effectively to others
- Adhere to agency guidelines for placing business
Hours: Monday-Friday, 8:30am-5:00pm
Office Location: 60 W. Broad Street, Suite 302, Bethlehem, PA 18018
Benefits:
- Competitive Compensation
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- 401(k)
- 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.
