Current jobs related to Personal Lines Account Manager - Irwin - Duncan Financial Group

  • Personal Lines Account Manager

    4 weeks ago

    Irwin, Pennsylvania, United States Duncan Financial Group Full time

    Job Title: Personal Lines Account ManagerAt Duncan Financial Group, we are seeking a highly skilled and motivated Personal Lines Account Manager to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional customer service, and driving sales...

  • Personal Lines Account Manager

    4 weeks ago

    Irwin, Pennsylvania, United States gpac Full time

    Job DescriptionExperienced insurance professionals are highly sought after in the industry. A well-respected local agency is seeking a skilled and knowledgeable Personal Lines Account Manager to partner with them. This is a fantastic opportunity to take control of your future and be part of a solid team of insurance professionals. The agency offers...

  • Personal Lines Account Manager

    1 week ago

    Irwin, Pennsylvania, United States Duncan Financial Group Full time

    Job Title: Personal Lines Account ManagerJob Summary:We are seeking a highly skilled Personal Lines Account Manager to join our team at Duncan Financial Group. As a key member of our team, you will be responsible for developing and maintaining professional relationships with clients and insurance carriers. Your primary focus will be on providing outstanding...

  • Personal Lines Account Manager

    4 weeks ago

    Irwin, United States Duncan Financial Group Full time

    Job SummaryThe Personal Lines Account Manager / Team Lead is a key role at Duncan Financial Group, responsible for developing and maintaining professional relationships with clients and insurance carriers. This position requires outstanding customer service and sales support skills, as well as the ability to grow and maintain a book of business.Key...

  • Personal Lines Account Manager

    3 days ago

    Irwin, Pennsylvania, United States Duncan Financial Group Full time

    Job DescriptionAbout Duncan Financial GroupWe are a leading independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. Our vision is to become the premier organization that sets the standard for adding value to the lives of our clients, employees, and community stakeholders.As a...

  • Personal Lines Account Manager

    2 weeks ago

    Irwin, United States Duncan Financial Group Full time

    About Duncan Financial GroupHeadquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know...

  • Personal Lines Account Manager

    2 weeks ago

    Irwin, United States Duncan Financial Group Full time

    About Duncan Financial GroupHeadquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know...

  • Personal Lines Account Manager

    2 weeks ago

    Irwin, Pennsylvania, United States Duncan Financial Group Full time

    About Duncan Financial GroupWe are a leading independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. Our vision is to become the premier organization that sets the standard for adding value to the lives of our clients, employees, and community stakeholders.Job Summary:The Personal...

  • Personal Lines Account Manager

    2 months ago

    Irwin, United States Duncan Financial Group Full time

    About Duncan Financial GroupHeadquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know...

  • Personal Lines Account Manager

    3 weeks ago

    Irwin, United States Duncan Financial Group Full time

    About Duncan Financial GroupHeadquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know...

  • Personal Lines Account Manager

    2 months ago

    Irwin, United States Duncan Financial Group Full time

    About Duncan Financial GroupHeadquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know...

  • Personal Lines Insurance Representative

    4 weeks ago

    Irwin, Pennsylvania, United States Synerfac Full time

    Job Title: Personal Lines Customer Service RepWe are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team at Synerfac. As a Personal Lines Customer Service Representative, you will be responsible for providing exceptional customer service to our clients by responding promptly to their inquiries,...

  • Personal Lines Insurance Representative

    1 month ago

    Irwin, Pennsylvania, United States Synerfac Full time

    Personal Lines Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team at Synerfac. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, addressing their concerns, and resolving issues related to personal...

  • Personal Care Assistant

    1 month ago

    Irwin, United States Addus HomeCare Full time

    Join Our Team as a Personal Care AideRequisition #: 3771Location: Irwin, PA 15642Category: CaregiverService Line: Personal Care ServicesCompetitive Benefits and OpportunitiesHealth, Dental & Vision Benefits availableAbility to earn PTOWeekly pay & direct deposit24 hour support staffDaily pay available for select positionsCompetitive salaries, Flexible...

  • Personal Care Aide

    5 months ago

    Irwin, United States Addus HomeCare Full time

    Requisition #: 3771 Location: Irwin, PA 15642 Category: Caregiver Service Line: Personal Care Services Now offering DAILY PAY for select positions! No experience required! Arcadia Home Care & Staffing is a national provider of home care and staffing with over 35 years of experience and dedication to enhancing the quality of life. Despite...

  • Insurance Sales Professional

    2 months ago

    Irwin, Pennsylvania, United States Duncan Financial Group Full time

    About Duncan Financial GroupWe are a leading independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. Our vision is to become the premier organization that sets the standard for adding value to the lives of our clients, employees, and community stakeholders.Our greatest asset is our...

  • Insurance Customer Service Representative

    3 days ago

    Irwin, United States Synerfac Full time

    We are seeking a highly skilled Insurance Customer Service Representative to join our team at Synerfac. As a Personal Lines Insurance Specialist, you will be responsible for providing exceptional customer service to our clients by responding promptly to their inquiries, addressing their concerns, and resolving issues related to their personal lines insurance...

  • General Office Personnel

    2 days ago

    Irwin, United States JobGet Staffing Full time

    Shuster's Building Components is considering applicants to join our team. Shuster's is a wholesale interior and exterior door manufacturer that has been serving the building supply industry for over 70 years. We are a family-owned company that conducts business to create the best experience for both our customers and employees, the reasons our reputation in...

  • General Office Personnel

    2 days ago

    Irwin, United States JobGet Staffing Full time

    Shuster's Building Components is considering applicants to join our team. Shuster's is a wholesale interior and exterior door manufacturer that has been serving the building supply industry for over 70 years. We are a family-owned company that conducts business to create the best experience for both our customers and employees, the reasons our reputation in...

  • Personal Care Assistant/Certified Nursing Assistant

    4 weeks ago

    Irwin, Pennsylvania, United States Redstone Full time

    About the RoleWe are seeking a compassionate and dedicated Personal Care Assistant/Certified Nursing Assistant to join our team at Redstone Presbyterian SeniorCare. As a valued member of our team, you will play a vital role in providing exceptional care and support to our residents.ResponsibilitiesProvide personal care and assistance to residents with daily...

Personal Lines Account Manager

2 months ago

Irwin, United States Duncan Financial Group Full time
Job DescriptionJob Description

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Personal Lines Account Manager / Team Lead

Job Summary:

The Personal Lines Account Manager / Team Lead is the liaison between the client and the insurance carriers. They are responsible for developing and maintaining a professional relationship to both parties. Provide outstanding customer service and sales support while growing and maintaining a book of business. Efficient and prompt handling of quoting, applications, claims, change requests, and client inquiries. Organization, motivation, and independent. Complete courses in addition to CE for current carrier knowledge of underwriting guidelines and industry trends. The position will require a commitment to in-office workdays as well as provide flexibility of remote work.

Nature and Scope:

This position works under the direction of the Manager while exercising integrity, accountability, and independent judgment. This position interacts with our clients, all company departments, and carriers to implement new clients and support existing clients to benefit from increased use of the company’s programs and services.


Duties and Responsibilities:


New Client Implementation

  • New client account setup in Epic with as much detail as possible.
  • Prepare and maintain necessary documentation including copies of quotes, quote sheets, dec pages, applications, waiver forms and any other necessary forms required by agency and/or carrier.
  • Create and follow-up on any open activities and close out when tasks completed.
  • Accuracy placed on status codes, premiums, commissions, and any other data that has a reflection on agency reports.

New/Existing Client Sales

  • Develop relationships with current clients to actively cross sell and refer other lines of business within firm.
  • Increase Sales by Account Rounding, Referrals from Clients, Outside Business.
  • Evaluate prospect’s current insurance while offering alternatives based on coverage and price.
  • Present proposals and finalize sale of policy(ies).
  • High Proficiency of Epic Quotes, carrier website rating systems, and other rating tools to provide prompt and accurately priced quotes.
  • Obtain signatures on necessary applications, forms, documents, etc.
  • Provide LPR to incumbent carrier as a courtesy to cancel existing policy for proof of coverage replacement.

Client Servicing

  • Accurate, and courteous service to clients.
  • Collaborating and communicating with clients daily to meet and understand their needs.
  • Address and resolve client issues and/or complaints promptly.
  • Process of applications, payments, corrections, endorsements, cancellations, and proofs of insurance per request.
  • Ability to clearly communicate and explain coverages.
  • Monitor renewal expiration lists to perform an annual review and risk exposure analysis.
  • Focus on retention with a more proactive approach vs reactive and remarket policies whenever appropriate.
  • Assist clients through the claim process.
  • Provide proofs of insurance to title companies, banks, mortgage brokers, and finance companies per request to satisfy loan approval and compliance.

Team Support

  • Supports the company vision and goals.
  • Contributes to the goals and objectives of the department.
  • Communicates on a regular basis to management discussing any issues needing escalated.
  • Works well will others, maintains a positive attitude, and willingness to provide assistance and support to peers.
  • Maintains a positive and professional relationship with employees of all departments.
  • Refer clients for cross selling to other departments.

Accounting Support

  • Follows processes in place for agency sweep payments.
  • Communicates any issues or requests first that are outside normal procedures.
  • Provides receipts, checks to be deposited in agency account promptly.
  • Report any mistakes and issues immediately for resolution.

Service and Industry Knowledge

  • Strong knowledge of carrier products, coverages, and underwriting guidelines.
  • Understanding of carrier processes to properly service accounts.
  • How to quote and rate properly.

Administrative & Operations

  • Follow workflows, processes, and procedures with consistency and to reduce E&O exposure.
  • Maintain client files accurately and consistently ensuring proper documentation, including adding activities with notes of conversations and following workflows according to agency procedures.
  • Monitor daily activities assigned to accounts in Epic.
  • Utilization of Glovebox for clients for better efficiencies.
  • Work efficiently by following appropriate workflows.
  • Attend all scheduled meetings for department and company.
  • Participate in any special projects at management request.

Qualifications:

  • High school diploma or GED equivalent; College degree desired with a minimum of 2+ years Personal Lines experience required.
  • Must hold an active Pennsylvania Property & Casualty License.
  • CISR designation or equivalent a plus.
  • Computer and technical skills are required, including excellent typing, working in a paperless environment, and proficiency in Microsoft Office products, Applied Epic, CRM system(s), and carrier websites.
  • Requires excellent communication skills both written and oral, including telephone communication.
  • Should have excellent time management and organizational skills and be able to handle multiple tasks/projects, set priorities, problem solve, and ability to remain calm under pressure while self-motivated and able to work independently in a fast-paced environment.
  • Strong attention to detail while maintaining security of confidential information.

Hours: Monday-Thursday, 8:30am-5:00pm and Friday, 8:30am-4:30pm

Office Location: 311 Main Street, Irwin, PA 15642

Duncan Financial Group offers a robust benefits package with the following:

  • Competitive Compensation
  • Hybrid work arrangements
  • Three United Healthcare Medical plans to choose from
  • United Healthcare Dental plan- free for employees
  • United Healthcare Vision plan
  • Company paid Life Insurance with additional supplement life options for employees and their families
  • Short Term Disability
  • Company Paid Long Term Disability
  • 401(k) - Company Match (Safe Harbor)
  • Supplemental insurance including Critical Illness, Accident, Prepaid Legal
  • Highly competitive PTO
  • Paid Holidays
  • Financial support of continuing education and additional development and certifications
  • Bonus program for suggested certifications
  • Social and Philanthropic opportunities

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.