Agricultural Insurance Account Executive
2 weeks 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 expert guidance 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 valuable assets. Operating across multiple locations in eastern Pennsylvania, we serve a diverse clientele, including various communities. Our dedicated team provides tailored services to meet the distinct needs of each client, pairing them with a dedicated Client Advocate who manages their specific business 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 provides support across all segments of the Farm Department as necessary.
Key Responsibilities:
- Engage with existing clients through calls to assist with policy cancellations or updated quotes, providing insights on available coverage options and promoting products that meet client needs to ensure retention.
- Advise clients on policy modifications, provide insurance quotes, and ensure accurate completion of applications. Requote and remarket as required.
- Prioritize business placement with core carriers consistently.
- Gather necessary information for quotes, input details into agency quoting software, and consult with clients to identify the most suitable products.
- Process account transactions including quotations, applications, and binders for new and rewritten business.
- Prepare and finalize necessary documentation and adjust accounts following agency procedures.
- Update and process existing policies and claims in the agency's management system to reflect any changes in coverage or insurance types.
- Document all client interactions in the agency's management system, attaching relevant emails and documents as per agency guidelines.
- Assist clients with billing inquiries and payment processes as needed.
- Complete designated daily and monthly reports.
- Proactively work to retain accounts, following up on cancellations and Broker of Record letters according to agency procedures.
- Seek new sales opportunities through networking, referrals, or cross-selling additional lines of business.
- Represent the agency in a professional and ethical manner, consistent with its image.
- Respond promptly and courteously to all client inquiries.
- Maintain confidentiality of client and company information.
- Collaborate with the Farm Department to identify cross-sale opportunities for existing clients.
- Rotate between service and new business roles within the Farm Department as needed.
- Perform any other assigned duties or responsibilities.
Qualifications:
- High School diploma required; Associate or Bachelor's degree preferred.
- Minimum of 3 years of relevant experience in commercial lines account management; experience with Farm accounts is a plus.
- Pennsylvania Property and Casualty License is mandatory; Life and Health Insurance License is preferred.
- Understanding of insurance coverage forms, carrier products, and underwriting guidelines.
- Adherence to agency guidelines for business placement.
- Familiarity with agency software and programs for quoting policies.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Experience with agency management systems, preferably Applied Epic.
- Knowledge of customer service processes, sales principles, and product promotion methods.
- Positive demeanor in client and colleague interactions.
- Strong verbal and written communication skills.
- Effective listening and speaking abilities.
- Time management and organizational skills.
- Ability to work independently and collaboratively within a team.
Working Hours: Monday-Friday, 8:30am-5:00pm
Benefits:
- Competitive Compensation
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- 401(k) plan
- Paid time off
- Paid 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. Without a signed Master Service Agreement and HR approval, any resumes submitted by third parties will not be considered for recruitment purposes.
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