Personal Lines Account Manager

2 weeks ago


Honey Brook, Pennsylvania, United States Seltzer Group Partners Full time
About Us

Seltzer Group Partners is a leading insurance provider dedicated to delivering exceptional risk-management solutions and thought leadership to businesses and individuals. Our mission is to revolutionize the way our clients view insurance and manage risk, enabling us to offer the highest-quality coverage that protects what they value most.

Job Summary

We are seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our team, you will be responsible for managing all aspects of Personal Insurance accounts, including servicing, counseling, retention, and cross-selling of personal insurance products according to agency procedures and standards.

Key Responsibilities
  • Provide exceptional customer service via inbound and outbound calls, assisting clients with insurance needs and ensuring retention of business.
  • Proactively retain accounts by following up on cancellations and Broker of Record letters, adhering to agency procedures.
  • Seek out new sales opportunities through networking, referrals, and asking for additional lines of business.
  • Document all interactions with clients in our agency management system and attach relevant emails and documents.
  • Enter data into computer systems for managing accounts, preparing documents, and adjusting accounts according to agency procedures and standards.
  • Correspond with clients and companies to obtain information or inform them of account status or changes.
  • Counsel clients on coverage and policy changes, quote insurance rates, and accurately complete applications.
  • Prioritize the placement of business with Keystone core carriers.
  • Gather necessary information for quotes, enter quote data into agency-provided quoting software, and counsel clients on products that best fit their needs.
  • Perform account transactions, including quotations, applications, and binders for rewritten and new business.
  • Modify, update, and process existing policies and claims in our agency management system and company systems to reflect changes in coverage and/or type of insurance.
  • Assist clients with billing inquiries and payments as needed.
  • Complete daily and monthly reports assigned to you.
  • Represent the agency in a professional, ethical, and courteous manner consistent with the agency's image.
  • Maintain a courteous and effective relationship with clients, coworkers, insurance carriers, and business contacts, representing the agency in an ethical and professional manner.
  • Maintain confidentiality of company and client information.
Requirements
  • High School Diploma required
  • Minimum of 1 year of related personal lines account management or customer service experience
  • Pennsylvania Property and Casualty License required; Life and Health Insurance License preferred
  • Understanding of insurance coverage forms, carrier products, and limited underwriting guidelines
  • Knowledge and ability to use individual company software and programs to service accounts
  • 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
Benefits
  • Competitive Compensation
  • Health, Dental, and Vision Insurance
  • Disability Insurance
  • 401(k)
  • Paid Time Off
  • Paid Holidays


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