Commercial Lines Account Manager - Small Business

About UsFounded 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 BusinessResponsibilities:Service an assigned commercial lines book of business for small business accountsRepresent the Agency in a professional, ethical and courteous manner consistent with the Agency imageDevelop and maintain relationships with clients to retain businessResponsible 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 systemCollaborate with the sales team to develop renewal and retention planGather information and quote applicable carriers through rating softwareEnter data into agency management system as needed for each clientPrepare applications, obtain signatures, and issue policies as directedMaintain confidentiality of company and client informationMinimal travel to clients may be requiredAll other duties, responsibilities or activities as assigned by managementQualifications:High School diploma required; Associate or Bachelor's degree preferredMinimum of 3 years of related commercial lines account management experiencePennsylvania Property & Casualty license requiredUnderstanding of insurance coverage forms, carrier products and company underwriting guidelinesKnowledge and ability to use individual company software and programs to quote policies when requiredSkilled use of carrier rating platformsProficiency with Microsoft Office SuiteExperience with an agency management system, preferably Applied EpicActive desire to pursue learning through educationDemonstrate persistence and ability to overcome obstaclesSelf-motivated to set and achieve goalsKnowledge of processes for providing customer and personal services, principles and methods for promoting and selling productsAbility to manage one's own timeAbility to organize, plan and prioritize workloadAbility to take direction and work both independently and as part of a teamStrong oral and written communication skillsAbility to listen and speak effectively to othersAdhere to agency guidelines for placing businessHours: Monday-Friday, 8:30am-5:00pmOffice Location: 894 Gordon Nagle Trail, Pottsville, PA 17901 or 609 Route 61 South, Orwigsburg, PA 17961Benefits:Competitive CompensationHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time Off Paid HolidaysNo 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.

Created: 2025-01-11