Seltzer Account Manager

3 weeks ago

Honey Brook, United States Seltzer Group Partners Full time

Account Managers will manage all aspect of Personal Insurance accounts that includes the servicing, counseling, retention and cross-selling of personal insurance products according to agency procedures and standards. Adhere to Seltzer Core Values.

Knowledge/Skills/Abilities

Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling products Must display a positive attitude at all time with clients and employees Understanding of insurance coverage forms, carrier products and limited underwriting guidelines Knowledge and ability to use individual company software and programs to service accounts 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 Ability to organize, plan and prioritize workload Adhere to agency guidelines for placing business

Essential Job Functions

Receive and return calls in a timely, courteous manner, providing customer service effectively and efficiently while counseling on the coverage they have and additional coverage that may be available to them Actively solicit and develop additional lines of coverage to both the department and the agency as a whole 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 Assist customers with billing inquiries and payments as needed Responsible for the completion of daily and monthly reports assigned to you Correspond with the insured and companies to obtain information or inform them of the account status or changes Enter data into computer for use in managing the account, preparing documents, completing questionnaires and adjusting accounts in accordance to agency procedures and standards Maintain a courteous and effective relationship with clients, co-workers, insurance carriers and business contacts and represent the agency in an ethical and professional manner Compare information from the application to confirm coverage and accuracy, identify and correct any errors or changes if necessary Document each interaction with a customer in our agency management system and attach emails and documents in accordance with agency procedures Act proactively to retain accounts, following up on cancellations and Broker of Record letters, according to agency procedures Any other duties, responsibilities or activities as assigned. Maintain confidentiality of company and client information 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 Keystone 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 to agency procedures and standards. 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

Specific Education Or Experience

High School Diploma Property and Casualty License Life and Health License preferred Professional designation encouraged

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