Agricultural Insurance Account Executive
2 months ago
About Seltzer Group Partners LLC
Founded in 1948, Seltzer Group Partners LLC is committed to delivering exceptional insurance solutions, innovative risk management strategies, and insightful industry knowledge to both businesses and individuals. Our mission is to transform our clients' understanding of insurance and risk management, ensuring they receive superior coverage to protect their most valued assets. Operating across multiple locations in eastern Pennsylvania, we serve a diverse clientele, including those in various communities. Our dedicated team provides tailored services designed to meet the distinct needs of each client, pairing them with a Client Advocate who manages their specific requirements across different service areas.
Position Overview: Farm Department Account Manager
Role Summary:
The Farm Department Account Manager plays a crucial role in managing all facets of Farm Insurance accounts along with associated Personal and Commercial Insurance policies. This position involves servicing, advising, retaining, and cross-selling farm-related insurance products while adhering to agency protocols and standards. Additionally, the Account Manager supports all segments of the Farm Department as necessary.
Key Responsibilities:
- Communicate with existing clients through calls to assist with policy inquiries, provide updated quotes, and promote relevant products to ensure client retention.
- Guide clients on policy modifications, provide accurate insurance quotes, and assist with application processes.
- Prioritize business placements with primary carriers consistently.
- Gather necessary information for quotes, input details into agency quoting software, and consult with clients to identify the most suitable products.
- Handle account transactions including quotations, applications, and binders for new and rewritten business.
- Prepare and finalize necessary documentation and adjust accounts according to agency procedures.
- Update and process existing policies and claims in the agency's management system to reflect any changes.
- Document all client interactions in the agency's management system, ensuring compliance with agency guidelines.
- Assist clients with billing questions and payment processes as needed.
- Complete designated daily and monthly reporting tasks.
- Proactively work to retain accounts and follow up on cancellations and other necessary correspondence.
- Seek new sales opportunities through networking and referrals.
- Represent the agency professionally and ethically in all interactions.
- Respond promptly and courteously to all client inquiries.
- Maintain confidentiality regarding client and company information.
- Collaborate with the Farm Department to identify cross-selling opportunities.
- Adapt between service and new business roles as required.
- Perform any other assigned duties or responsibilities.
Qualifications:
- High School diploma required; Associate or Bachelor's degree preferred.
- At least 3 years of relevant experience in commercial lines account management; experience with Farm accounts is a plus.
- Pennsylvania Property and Casualty License is required; Life and Health Insurance License is preferred.
- Understanding of insurance coverage forms and underwriting guidelines.
- Familiarity with agency guidelines for business placements.
- Proficient in Microsoft Office Suite and agency management systems.
- Strong customer service skills and sales principles knowledge.
- Excellent communication and interpersonal skills.
- Effective time management and organizational abilities.
- Ability to work independently and as part of a team.
Working Hours: Monday-Friday, 8:30am-5:00pm
Benefits:
- Competitive Compensation
- Health, Dental, and Vision Insurance
- Disability Insurance
- 401(k) Plan
- Paid Time Off and Holidays
Important Note: Please be aware that Seltzer Group Partners LLC does not accept unsolicited resumes or inquiries from third-party recruiters or employment agencies.
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