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 Account Manager - Small Business
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
All other duties, responsibilities or activities as assigned by management
Qualifications:
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
Hours: Monday-Friday, 8:30am-5:00pm
Office Location: 894 Gordon Nagle Trail, Pottsville, PA 17901 or 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.