Farm Insurance Account Manager
3 weeks ago
About Seltzer Group Partners
We are a leading insurance provider offering businesses and individuals the best insurance programs available, delivering superior risk-management solutions and providing exceptional thought leadership. Our mission is to change the way our clients view insurance and manage risk, enabling us to deliver the highest-quality coverage that protects what they value most.
Farm Department Account Manager
Job Summary:
We are seeking a highly skilled Farm Department Account Manager to manage all aspects of Farm Insurance accounts and linked Personal and Commercial Insurance policies. This includes servicing, counseling, retention, and cross-selling of farm and related insurance products according to agency procedures and standards.
Key Responsibilities:
- Work with existing customers to assist with insurance coverage reviews, policy changes, and quote requests, ensuring they have the best coverage for their needs.
- Counsel customers on coverage options, quote insurance rates, and accurately complete applications, prioritizing business placement with core carriers.
- Gather necessary information for quotes, enter data into the agency's quoting software, and discuss products with clients to find the best fit.
- Perform account transactions, including quotations, applications, and binders for new and rewritten business.
- Prepare and complete questionnaires, documents, and adjust accounts according to agency procedures and standards.
- Modify, update, and process existing policies and claims in our agency management system and company systems.
- Document interactions with customers in our agency management system and attach relevant documents.
- Assist with billing inquiries and payments as needed.
- Complete daily and monthly reports assigned to you.
- Act proactively to retain accounts, following up on cancellations and Broker of Record letters according to agency procedures.
- Seek out new sales opportunities through networking, referrals, or asking for additional lines of business.
- Represent the agency in a professional, ethical, and courteous manner consistent with our image.
- Respond to customers promptly, accurately, professionally, and courteously.
- Maintain confidentiality of company and client information.
- Collaborate with the Farm Department on cross-sale opportunities for existing agency customers.
- Rotate between Farm Department service and new business as needed.
Requirements:
- High School diploma required; Associate or Bachelor's degree preferred
- Minimum of 3 years of related commercial lines account management experience; any experience with Farm accounts highly desired
- Pennsylvania Property and Casualty License required; Life and Health Insurance License preferred
- Understanding of insurance coverage forms, carrier products, and company underwriting guidelines
- Adherence to agency guidelines for placing business
- Knowledge and ability to use individual company software and programs to quote policies when required
- 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
Work Schedule:
Monday-Friday, 8:30am-5:00pm
Office Locations:
- 1480 Delta Rd, Red Lion, PA 17356 (Preference)
- 610 Route 61 South, Orwigsburg, PA 17961
- 4641 Horseshoe Pike, Honey Brook, PA 19344
Benefits:
- Competitive Compensation
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- 401(k)
- Paid time off
- Paid Holidays
Agency Policy:
Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
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