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Farm Insurance Account Executive
2 months ago
About Seltzer Group Partners
Founded in 1948, Seltzer Group Partners is committed to delivering exceptional insurance solutions and innovative risk management strategies. Our mission is to transform the way our clients view insurance and risk management, ensuring they receive high-quality coverage that protects their most important assets. Currently, we operate in multiple locations across eastern Pennsylvania, catering to both individual and business clients. Our dedicated team offers a wide array of specialized services, with each client receiving tailored support from a Client Advocate who manages their unique requirements across various service areas.
Position Overview: Farm Department Account Manager
As a Farm Department Account Manager, you will take charge of managing all facets of Farm Insurance accounts, along with associated Personal and Commercial Insurance policies. Your responsibilities will include servicing, advising, retaining, and cross-selling farm and related insurance products in accordance with agency protocols and standards. You will also provide assistance across different subdivisions within the Farm Department as needed.
Key Responsibilities:
- Assist current clients through inbound and outbound communications to address cancellations, provide insurance quotes, review coverage options, and recommend appropriate products to meet their needs.
- Guide clients on coverage and policy modifications, conduct insurance rate assessments, and accurately complete necessary applications.
- Consistently prioritize business with core insurance carriers.
- Gather essential information for quotes, input data into the agency's quoting software, and advise clients on the most suitable products.
- Manage account transactions such as quotations, applications, and binders for both rewritten and new business.
- Update policies and process claims in agency and company systems to reflect any changes in coverage.
- Document all client interactions and inquiries in the agency management system.
- Assist with billing inquiries and payment processing as required.
- Proactively retain accounts by following up on cancellations and identifying new sales opportunities.
- Represent the agency with professionalism and integrity in all client interactions.
- Maintain confidentiality regarding company and client information.
- Collaborate on cross-sale initiatives within the Farm Department for existing clients.
- Support both service and new business activities within the Farm Department as necessary.
- Perform any additional tasks or assignments as directed.
Requirements:
- High School diploma required; Associate or Bachelor's degree preferred.
- A minimum of 3 years of experience in commercial account management, preferably with Farm accounts.
- Pennsylvania Property and Casualty License is mandatory; Life and Health Insurance License is a plus.
- Familiarity with insurance coverage forms, carrier products, and underwriting guidelines.
- Proficient in using company software for policy quoting.
- Experience with Microsoft Office Suite and agency management systems such as Applied Epic.
- Strong communication skills with the ability to engage effectively with clients and colleagues.
- Excellent organizational and time management skills.
Working Hours: Monday to Friday, 8:30am-5:00pm
Benefits:
- Competitive Compensation
- Health, Dental, and Vision insurance
- Disability insurance coverage
- 401(k) retirement plan
- Paid time off and Holidays
Notice to Recruiting Agencies: Please be advised that Keystone Agency Partners and our Partner Agencies do not entertain unsolicited resumes or communications from third-party recruiters or employment agencies. Resumes will only be accepted with a signed Master Service Agreement and HR approval.
