Personal Lines Account Manager

20 hours ago


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

Seltzer Group Partners is a leading insurance provider that offers businesses and individuals comprehensive coverage solutions. Our mission is to deliver exceptional risk-management services and thought leadership to our clients.

Job Summary

We are seeking a highly skilled Personal Lines Account Manager to join our team. The successful candidate will be responsible for managing all aspects of personal insurance accounts, including servicing, counseling, retention, and cross-selling of personal insurance products.

Key Responsibilities:
  • Work with existing customers to assist with policy cancellations, quotes, and coverage reviews.
  • Provide exceptional customer service via phone, email, and in-person interactions.
  • Act proactively to retain accounts and identify new sales opportunities.
  • Document all interactions with customers in our agency management system.
  • Enter data into computer systems for account management, policy preparation, and claims processing.
  • Correspond with insured parties and companies to obtain information or inform them of account status changes.
  • Counsel customers on coverage and policy changes, quote insurance rates, and accurately complete applications.
  • Prioritize the placement of business with Keystone core carriers.
  • Gather information for quotes, enter data into quoting software, and counsel clients on product selection.
  • Perform account transactions, including quotations, applications, and binders for new and rewritten business.
  • Modify, update, and process existing policies and claims in our agency management system and company systems.
  • Assist customers with billing inquiries and payments as needed.
  • Complete daily and monthly reports as assigned.
  • Represent the agency in a professional, ethical, and courteous 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.
  • 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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