What are the responsibilities and job description for the Commercial Lines Insurance Processor position at Seltzer Group Partners?
About Us
Founded in 1948, Seltzer Group Partners offers businesses and people 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. Today, Seltzer Group Partners works with individuals and businesses in 11 different locations in eastern Pennsylvania, including Orwigsburg, Pottsville, Emmaus, Reading, Myerstown, Mount Penn, White Haven, Reading, Honey Brook, Lansford and Bethlehem. We also serve customers in Bradenton, FL. Seltzer Group Partners provides 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 Insurance Processor
Position Summary:
The Processor role will provide support to several aspects of commercial account servicing while adhering to agency procedures and standards as well as Seltzer core values.
Responsibilities:
- Answer phone and direct calls appropriately.
- Receive and return calls in a timely, courteous manner, providing customer service experience effectively and efficiently.
- Assist customers with billing inquiries, payments, proof of insurance, mortgagee changes.
- Correspond with the insured and companies to obtain information or inform them of their account status or changes.
- Enter data into computer for use in managing accounts.
- Update our agency management system with manual renewals.
- Document and follow-up on all cancellation non-payment notifications.
- Document each interaction with a customer in our agency management system and attach emails and documents in accordance with agency procedures.
- Develop and maintain relationships with clients to retain business.
- Understand the limits of insurance coverage interactions with clients.
- Maintain a courteous and effective relationship with clients, co-workers, insurance carriers, business contacts and represent the agency in an ethical and professional manner.
- Maintain confidentiality of company and client information.
- Any other duties, responsibilities or activities as assigned.
Qualifications:
- High School Diploma required
- Minimum of 1 year of related customer service experience; any commercial lines insurance experience a plus
- Pennsylvania Property and Casualty License preferred; will be required within 12 months of date of hire if not currently licensed
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- Experience with an agency management system, preferably Applied Epic
- Ability to learn and use individual company software and programs to service accounts
- Knowledge of processes for providing customer service
- Must display a positive attitude at all times
- 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
Hours: Monday-Friday, 8:30am-5:00pm
Office Location: 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
No Solicitation Notification to Agencies: 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.
