What are the responsibilities and job description for the Commercial Lines Account Manager position at Seltzer Group Partners?
About Seltzer Group Partners
Founded in 1948, Seltzer Group Partners offers businesses and individuals the best insurance programs available, delivers superior risk-management solutions and provides exceptional thought leadership. Our mission is to change the way our clients view insurance and manage risk. This enables us to deliver the highest-quality coverage that protects what they value most.
We have a team of people to help our clients with a wide range of specialized services. Every client is assigned a Client Advocate to quarterback and champion our client's specific business needs across our portfolio of different services. Each service area, whether it's business insurance, workers' compensation management, disaster recovery, safety, personal insurance or human resources management, has its own practice leader who also works directly with clients on those specific issues.
Commercial Lines Account Manager – Small Business
Key Responsibilities:
- Service an assigned commercial lines book of business for small business accounts.
- Represent the Agency in a professional, ethical and courteous manner consistent with the Agency image.
- Develop and maintain relationships with clients to retain business.
- Responsible for retention goal of 98%.
- Receive and return calls in a professional, timely and courteous manner, provide a positive client experience.
- Document each customer interaction in agency management system.
- Collaborate with the sales team to develop renewal and retention plan.
- Gather information and quote applicable carriers through rating software.
- Enter data into agency management system as needed for each client.
- Prepare applications, obtain signatures, and issue policies as directed.
- Maintain confidentiality of company and client information.
- Minimal travel to clients may be required.
Requirements:
- High School diploma required; Associate or Bachelor's degree preferred.
- Minimum of 3 years of related commercial lines account management experience.
- Pennsylvania Property & Casualty license required.
- Understanding of insurance coverage forms, carrier products and company underwriting guidelines.
- Knowledge and ability to use individual company software and programs to quote policies when required.
- Skilled use of carrier rating platforms.
- Proficiency with Microsoft Office Suite.
- Experience with an agency management system, preferably Applied Epic.
- Active desire to pursue learning through education.
- Demonstrate persistence and ability to overcome obstacles.
- Self-motivated to set and achieve goals.
- Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling products.
- 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.
- Strong oral and written communication skills.
- Ability to listen and speak effectively to others.
- Adhere to agency guidelines for placing business.
Working Hours and Locations:
- Monday-Friday, 8:30am-5:00pm.
- 3662 U.S. 202, Doylestown, PA 18902 (Steely & Smith Insurance).
- 894 Gordon Nagle Trail, Pottsville, PA 17901.
- 609 Route 61 South, Orwigsburg, PA 17961.
Benefits:
- Competitive Compensation.
- Health Insurance Plans (PPO, HSA, Copay Options).
- Dental Insurance.
- Vision Insurance.
- Company Paid Disability Insurance.
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance.
- 401(k) with Safe Harbor Match.
- Paid Time Off.
- Paid Holidays.
